CIO Live
From “liberation” to “de-escalation”
From “liberation” to “de-escalation”
The past year has been characterized by periods of heightened market volatility followed by relatively swift recoveries: the August 2024 market panic, the launch of DeepSeek’s low-cost AI model in late January, and “Liberation Day” in early April. In each instance, markets experienced sharp drawdowns and rapid rebounds. While such dynamics can be unsettling for investors, they also present opportunities to diversify and strengthen portfolios for the future.
Join our livestream, where we discuss the implications of the recent de-escalation in the trade war, potential US fiscal challenges ahead, how to position in stocks after recent strong performance, and strategies to help navigate today’s evolving investment landscape.
Upcoming livestreams
Upcoming livestreams

Our livestream speakers

Mark Haefele
GWM Chief Investment Officer

Kurt Reiman
Head of Fixed Income

Leslie Falconio
Head of Taxable Fixed Income Strategy

Nadia Lovell
Senior Equity Strategist, CIO Americas
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Disclaimers
Disclaimers