Quarterly Market Update
Join Peter Boockvar, Chief Investment Officer, and Andy Schwartz, Chief Executive Officer, for a timely discussion of the market and economic themes shaping investor sentiment as we move through 2026.
In a market defined by shifting rate expectations, evolving inflation and growth signals, and pockets of dispersion across equities and credit, Peter and Andy will share what they’re watching most closely—along with key risks, opportunities, and portfolio considerations.
Possible Discussion Topics
Topics may vary based on market and economic developments at the time of the webinar.
- Fed Policy & the Path of Rates: How the Fed is balancing inflation progress against growth and financial conditions—and what shifting expectations for cuts (or a longer pause) could mean for markets and portfolios.
- Inflation “Last Mile” & Policy Cross-Currents: Whether inflation continues to cool or proves sticky—and how policy-related forces (including tariffs) may affect the inflation outlook and the Fed’s reaction function.
- The Consumer, Jobs & Growth Resilience: What we’re seeing in employment trends, confidence, and affordability—and how a “low-hire/low-fire” labor market could shape the growth trajectory.
- Earnings, Margins & Market Breadth: What recent earnings results and forward guidance may imply about fundamentals, pricing power, and whether leadership is broadening beyond the most crowded trades.
- Bonds, the Yield Curve & Income Opportunities: How a rangebound rate environment, curve dynamics, and Treasury yields could drive returns that are more income-driven than price-driven—and where opportunities may emerge across fixed income.
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Credit & Refinancing Risks (Including Private Credit): Where risk can build beneath calm headline markets—spreads, refinancing waves/maturity walls, liquidity, and how private credit’s growth and complexity factor into the opportunity/risk mix.
📅 Date: March 18, 2026
⏰ Time: 11:00 AM ET
🎙️ Presenters: Peter Boockvar and Andy Schwartz
📩 Have questions? Submit them in advance to info@onepointbfg.com.
Registration Details
Please register using the form below. You will receive a confirmation email shortly after registering. A separate email with your link to join the call will be sent prior to the event.
