Resilience Amid Geopolitical Shocks: Navigating Disruption and Dislocation

Global Market Strategist at New York Life Investments, Michael LoGalbo, CFA, offers insights on portfolio positioning amid rising geopolitical tensions and outlines the ways investors can adapt to fragmentation, uncertainty, and global realignment.

Evergreen Private Equity Investing

Jeremy Held, Managing Director & Portfolio Manager at Bow River Advisers, discussed the rise of evergreen structures in private equity, and highlighting how permanent capital can provide greater flexibility, alignment, and access for investors.

Trust Or Bust: The Next Era of Global Debt Sustainability

Julia Hermann, CFA, Global Market Strategist at New York Life Investments, examines the mounting challenges in sovereign debt markets, emphasizing how fiscal credibility and investor trust are becoming pivotal in shaping future debt trajectories.

Taxable Municipals: An Opportunity for International Investors

Beth Griper, Managing Director & Client Portfolio Manager at MacKay Shields, outlines how taxable munis present an overlooked opportunity for global portfolios and addresses credit strength, tax considerations, and comparative value in today’s fixed income landscape.