Brad Long provides an in-depth look at the key themes shaping portfolios in 2026, from tempered return expectations to strategic positioning in a changing market. This informative webcast covers:
• Three themes shaping our 2026 positioning
– AI playbook
– Navigating valuation
– Noise resistance
• Updated capital market forecast including return expectations and risks
Webcasts
Michael Sustarsic, CFA and Sean McCaffery, CFA, offer a timely and insightful discussion exploring how private assets are helping reshape the future of retirement planning. As DC plans evolve to meet the needs of modern participants, incorporating private equity, credit and real assets offers new opportunities and new challenges.
The Big Picture: Navigating Fed Policy, International Markets and Slowing Growth
Monetary policy moves back toward an accommodative stance as US labor markets show signs of weakness. Meanwhile, international equities forge ahead as trade policies begin to settle into place. Brad Long and Rob Lowry provide an update on capital markets, implications for investments and a preview of 2026 as our gaze shifts to the turning of the calendar.
Curious about what’s changing with Medicare this fall? Ari Parker, Co-Founder and Head of Medicare at Chapter, and Nick Breit from Fiducient Advisors cover the essential Medicare rules you need to know for upcoming open enrollment. Whether you’re planning for yourself or advising clients, this session will help you stay ahead of the curve.
Discussion topics will include:
• New Medicare changes for 2026, including how to save money
• Why reviewing your Medicare coverage this year is more important than ever
• How to take your first step towards Medicare if you’re approaching Medicare eligibility
With volatility resurfacing in April and policy dynamics continuing to evolve, the second half of the year is shaping up to be eventful. Brad Long and Rob Lowry revisit our 2025 themes: Fragility, Durability and the Age of Alpha, through the lens of current market conditions and explore what we believe matters most in the second act of the year. Watch now for a timely mid-year update on markets, policy and portfolio positioning.
