The AI investment theme has expanded well beyond hyperscalers into power, industrials and real assets, and the central question for investors is whether capital deployment can keep pace with opportunity. At the same time, real rates — not inflation — are emerging as the primary driver of fixed income markets.

Against this backdrop, where are the most compelling opportunities across global equities, fixed income, and alternatives?

Join us on Wednesday, July 23 for a focused conversation with Jeff  Blazek, Co-Chief Investment Officer, Multi-Asset and Bob Surgent, Senior Portfolio Manager and Head of Fundamental Tactical Asset Allocation, Multi-Asset Strategies.

Topics will include:

• Portfolio positioning  — where we see the strongest opportunities across global equities, fixed income, and hedged strategies
• AI and real rates  — how the broadening AI investment cycle and the trajectory of real rates are shaping our macro and market outlook
• Risk assets signals — what a recovering global manufacturing cycle and tightening credit spreads suggest for investors going forward

We look forward to sharing our latest asset allocation views with you.

Can’t attend live? A replay and accompanying slides will be available following the session.