The bull market heads into the new year with momentum and history suggesting the rally has room to run. But valuations are stretched, and the global order is shifting in ways that could introduce new risks. We’ll explore these three portfolio strategies for 2026:

• Boost resilience with multi-asset and alternative strategies
• Target AI- and policy-led growth from US to emerging markets
• Pursue bond upside with active short duration and credit

Featured Speakers:
• Michael Arone, CFA, Chief Investment Strategist
• Matthew Bartolini, CFA, CAIA, Global Head of Research Strategists
• Allison Bonds Mazza, CIMA, CPWA, Head of US Wealth