[REPLAY] Q1 Global Wealth Investment Update from Global Atlantic
Recorded 02/25/2026
Our Q1 Global Wealth Investment Playbook serves as a practical roadmap for financial advisors, one that helps them build portfolios designed to compound over time, not just perform in the next quarter. Henry McVey, Head of Global Macro & Asset Allocation and CIO of the KKR Balance Sheet will be joined by Brian Leung, Director, Global Macro & Asset Allocation to share their latest thoughts on the macroeconomic landscape and what it means for investing. They will discuss key takeaways for financial advisors to help their clients meet their financial goals. Their remarks will be followed by Q&A.
Discussion of key takeaways from the playbook include:
- Why they favor high‐grading portfolios — staying fully invested while emphasizing quality, diversification, and capital efficiency over speculation.
- How widening divergences across countries, sectors, and income levels are reinforcing the need for protection against volatility and downside risk.
- Why elevated valuations, tighter spreads, and lower interest rates are compressing forward returns and flattening the efficient frontier — reinforcing the imperative to include asset classes that enhance portfolio diversification.
Continuing Education Credit is available.