The concentration paradox: Finding opportunity in a crowded market

At the midpoint of 2026, the AI hyperscaler boom means that markets are increasingly being shaped by a narrower set of powerful forces — and knowing how to position portfolios to navigate them matters more than ever.

Join our Global Investment Committee for our midyear outlook webinar where we'll share our latest views on the investment landscape and offer actionable portfolio construction perspectives on the topics most top-of-mind to investors:

• The global macro backdrop and what shifting inflation and rate expectations mean for investors
• The continued case for alternative credit and private markets — and why selectivity and deal structure matter more than ever
• Why municipals and private real estate continue to offer durable, compelling opportunities
• Distinguishing between winners and losers as the technology boom evolves — and what that means for positioning across asset classes

Date recorded: 6/30/26
Speakers: Saira Malik, Anders Persson, Jessica Bailey, Brian Griggs