The global economy is operating in an increasingly uncertain environment.   Major geopolitical events roll in weekly, Fed independence may be under threat and the billions being pumped into the AI build-out bring much debate on implications for the job market and trade.

Despite this, equity markets appear to be taking events in their stride.  But many investors remain concerned on market narrowness, valuation and US dominance of global markets.

This is an opportune time to take stock and consider global equity positioning and portfolio balance.

Our panel of experts  have much to discuss including :

Natixis, take-over the Virtual Panel for this event highlighting their diverse strength and depth in Global Equities.  Their boutique leaders in growth, quality and value , WCM Investment Management, Loomis Sayles and Harris I Oakmark join us to give broad perspective and insight

Our panelists are manager research leaders responsible for many billions in equity mandates and will give valuable perspective for client portfolios.