[WEBINAR] Q3 Global Wealth Investment Update from Global Atlantic

We are pleased to share the Q3 Global Wealth Investment Playbook. Our central message this quarter is that markets are no longer moving through a broad, synchronized cycle. Instead, investors are navigating a world where productivity, geopolitics, inflation, earnings, labor markets, and access to growth are diverging across sectors, regions, and income cohorts. This backdrop is complicating central bank policy, supporting a higher inflation risk premium, and increasing the importance of disciplined portfolio construction.
Within Private Markets, we focus on four core building blocks that we believe can help advisors build more resilient portfolios:

• Private Equity for operational improvement, particularly in a world of higher capital costs and greater volatility, and exposure to durable secular growth themes.
• Private Credit for high-quality contractual income, seniority, and downside discipline.
• Private Infrastructure for essential-asset exposure, durability of supply chains, and the potential for inflation-linked, long-duration cash flows.
• Private Real Estate, where repricing is creating attractive, underwriting-driven opportunities.

We hope this quarter’s Global Wealth Investment Playbook serves as a practical resource for financial advisors, helping inform portfolio decisions and client conversations in today’s increasingly divergent investment landscape.