Webinars
Model Portfolios
A Macro Playbook for Market Volatility and Geopolitical Conflict
- Key 2026 investment themes: Debasement (gold, commodities, real assets), geopolitical risk (energy security, defense spending), and de-globalization (supply chain resilience and strategic independence)
- How conflict duration, oil price shocks, and rising inflation expectations are impacting stocks, bonds, and alternative assets
- How portfolios may need to evolve beyond traditional 60/40 allocations to build resilience
Speaker(s):
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Jan van EckChief Executive Officer
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David SchasslerHead of Multi-Asset Solutions
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Charles CameronDeputy Portfolio Manager, Asset Allocation Committee Member
April 08, 2026
2:00 PM US ET
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