Navigating the 2024 Macro-Environment
Thursday, February 22nd, 2024 at 5:00 pm (GMT+3)
Thursday, February 22nd, 2024
5:00 pm (GMT +3)
Language: English
Joe Kalish will be discussing insights into the macro-environment in 2024, including:
Examining key indicators and trends that will shape global markets in 2024.
Providing insights into the policies of the Federal Reserve and their impact on interest rates.
Evaluating prevailing market conditions and their potential impact on different asset classes and outlining strategic asset allocation recommendations based on this analysis.
Sharing insights on anticipated market movements for both stocks and bonds and exploring market sentiment.
Discussing current trends and potential opportunities in alternative investments such as real estate, gold, and currencies, offering a holistic view of the broader investment landscape beyond traditional stocks and bonds.
SPEAKER
Nouriel Roubini
CEO of Roubini Macro Associates, LLC
MODERATOR
Naji Nehme
Chief Investment Officer – Petiole Asset Management AG.
Register now
Keep watching
Education - 5 min
Navigating Uncertainty: How Private Markets Can Strengthen Your Retirement Plan
Retirement planning has entered a new era. For decades, a balanced mix of stocks and bonds formed the foundation of long-term investment strategies, trusted to grow and preserve wealth across market cycles. But the landscape has changed. Volatility is more persistent, interest rates are harder to predict, and traditional portfolios increasingly fall short of delivering the stability and income needed in retirement.Building a resilient retirement plan today requires more than conventional allocations. It calls for broader diversification, dependable income, and assets that respond differently to market forces. This is where private markets come in. Once accessible only to institutions, asset classes like private credit, real estate, private equity, and infrastructure are now playing a larger role in long-term portfolios, offering new ways to manage risk and capture growth potential.
Jul 31, 2025
Market Insights - 4 min
Fed Meeting in July: Calm Before the Storm?
At its last meeting in June, the Federal Reserve (the “Fed”) opted once again to hold rates at their current level of 4.25% to 4.5%. It is widely expected that there will be no change at the upcoming meeting on July 29th and 30th.[1]Beyond this, there is little clarity, not only in the markets but also within the Fed itself, amid the seismic shifts and crosscurrents of world affairs. In this article, we examine the data and attempt to parse out the facts from the speculation.
Jul 21, 2025
Education - 3 min
Diversification Across Sectors: Why Concentrated Bets Rarely Deliver Long-Term Value
The drive to identify the “next big thing” has captivated investors for centuries. From the railroad boom of the 1800s to oil’s dominance in the mid-20th century and the digital revolution of recent decades, every era brings with it compelling narratives. But while these stories capture attention, they rarely guarantee sustained investment success. Rather than attempting to predict which sector will outperform next, long-term investors often benefit more by diversifying across industries, which is a strategy that history has consistently rewarded.
Jul 20, 2025