" The BEAT – Conversation & 2026 Highlights”:
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- Stay Current: Get the latest insights on market trends, economic outlook, and asset allocation strategies.
- Comprehensive Coverage: Learn about developments in bonds, equities, alternatives, and tax considerations.
- Actionable Ideas: Discover investment themes and areas of focus for client portfolios.
- Data-Driven: Benefit from clear, impactful charts and analysis to support your conversations with clients.
- Market Outlook: Analysis of recent volatility, policy changes, and economic growth prospects.
- Asset Allocation: Tactical views and representative allocations across asset classes.
- Investment Themes: Understanding U.S. Policy Volatility: The New Normal, Peak Tariff Uncertainty: Next Up Is Tax Policy, European Exceptionalism?, The Soft Parade: Data May Get Worse Before it Gets Better
- Tax Strategies: Views on asset location and tax-efficient investing.
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Featured Speaker: Greg Waterman
Greg is an Executive Director in the Portfolio Solutions Group at MSIM, based in New York. Within the Capital Markets team, he focuses on macro and asset allocation research with a particular emphasis on U.S. equity. He has 20 of industry experience. Prior to joining the firm in 2020, he was a senior equity analyst at Cortina Asset Management, a boutique long-only investment management firm focused on small-cap equities. His responsibilities at Cortina included both sector coverage and a role guiding portfolio strategy. Greg began his career at Goldman Sachs in the Global Investment Research division, where his role grew to include lead coverage of the specialty pharmaceuticals sector. Greg received a B.A. in Economics, cum laude, from Duke University. He holds the Chartered Financial Analyst designation.