As markets absorb a shift in monetary policy and political uncertainty builds ahead of the midterms, this conversation examines how investors should be reading the current environment, and where opportunity still exists. What does a resumption of rate hikes signals for markets? Where is capital finding value amid uncertainty? And, what should disciplined investors should be doing right now? The conversation will also turn to a bigger structural question: how artificial intelligence is transforming investment management itself, from research and decision-making to the future of the industry at large.
Calamos is a sponsor of the 2026 Concordia Annual Summit.