2026 Fall Investment Panel | Post-election Economic & Investment Strategy
November 12 @ 4:00 pm - 5:30 pm
Join us for our Investment Strategy Panel on Thursday, November 12th from 4:00-5:30pm.
Join our moderator Raj Sharma, Managing Director of The Sharma Group at Merrill Private Wealth Management and an accomplished panel of world class strategists. Chris Hyzy, CIO of Merrill, Matthew Bartolini, Global Head of Research Strategists at State Street and Libby Cantrill, Managing Director and Head of Public Policy at PIMCO have confirmed their participation.
We promise you a stimulating discussion on the overall outlook for financial markets. The panel will address a variety of questions:
-The upcoming midterm elections have the potential the change the complexion of Congress’s power structure. This of course has implications for fiscal and tax policy for the next two years. What does “ gridlock” in Congress mean for the markets?
– AI is considered my many to the most transformative technology in human history. In the next few years, AI spending on infrastructure such as data centers is expected to surpass $1 trillion. What is the best to play this trend? Are we in an AI bubble similar to the internet hype in the beginning of this decade?
– Interest rates on the 10 year treasury bond is now over 5.2%. Is this just a reversion to the mean or a harbinger of prolonged inflation?
– What is the outlook for the broadening of the market into unloved segments such as small/mid cap, developed and emerging markets?
– What’s the long term outlook for the US dollar given the massive national debt and continuing fiscal deficits? Is it time to buy long term bonds and lock in the current juicy yields?
Event Information
Date: Thursday, November 12th
Time: 4:00PM – 5:30PM ET
Location: Zoom
Pricing Information
Club Members | Complimentary
Member Guest | Complimentary
General Public – $25