The investment environment is being reshaped by forces that will matter well beyond the next market cycle.
The 2027 Economics & Markets Update Webinar, where our economics and dynamic asset allocation specialists translate the economic outlook into practical considerations for asset owners — exploring the forces most likely to shape portfolio outcomes in 2027, and the opportunities that may emerge as the landscape shifts.
The 2027 Economics & Markets Update Webinar, where our economics and dynamic asset allocation specialists translate the economic outlook into practical considerations for asset owners — exploring the forces most likely to shape portfolio outcomes in 2027, and the opportunities that may emerge as the landscape shifts.
What asset owners should clients be watching in 2027
Geopolitics, growth, inflation, and policy divergence: How geopolitical tensions may affect growth, inflation, interest rates, and
the policy mix across regions.
The upside and downside of the AI boom: What accelerating investment and productivity gains could mean for markets — alongside valuation, concentration, and disruption risks.
Positioning for opportunity: Robust investment ideas and dynamic allocation considerations for navigating uncertainty in the year ahead.
the policy mix across regions.
The upside and downside of the AI boom: What accelerating investment and productivity gains could mean for markets — alongside valuation, concentration, and disruption risks.
Positioning for opportunity: Robust investment ideas and dynamic allocation considerations for navigating uncertainty in the year ahead.
Why clients should attend
Leave with a clearer view of the 2027 economic regime and actionable ideas to support long-term investment decisions.
The discussion will be hosted by Rupert Watson, Global Head of Economics & Dynamic Asset Allocation, joined by Shweta Singh, Chief Economist and Rates Strategist; Julius Bendikas, US Head of Economics & Dynamic Asset Allocation; and Lisa Kots, Head of US Wealth Portfolio Management.