Q4 '26 Asset Allocation Viewpoints: Market Crossroads

Since early summer, markets have struggled to find clear direction amid the competing narratives around AI, Fed policy, inflation, private credit, and the notable rise in interest rates. As investors look to the final months of the year, what could shape the market’s next move, and where are pockets of opportunity emerging across public and private markets? 

Join Sébastien Page, co-head of Global Investments and chief investment officer; moderator Christina Noonan, multiasset portfolio manager; and special guest Greg Leveto, portfolio manager and partner at OHA, as they discuss the market outlook and opportunities across public and private markets. The conversation will also take a closer look at private credit, including the fundamentals of the asset class and where the market stands today.