Key Wealth National Call: Two Roads Diverging
The Key Wealth Chief Investment Office team shares its 2027 outlook as investors navigate an economy at a potential crossroads. With interest rates and global debt levels remaining elevated while advances in artificial intelligence create new possibilities for productivity and growth, the team explores two divergent paths that could shape the investment landscape. Viewers will gain perspective on what these competing forces could mean for equity, fixed income, and private markets, and how discipline, adaptability, and thoughtful portfolio construction may help investors navigate the year ahead.
Years have passed since the pandemic, yet its impact continues to be felt with interest rates near multi-decade highs and elevated debt levels across much of the world. At the same time, breathtaking advancements in artificial intelligence could boost economic productivity and unlock a new level of economic growth.
But such promise may come with costs and is far from guaranteed. As a result, investors may find themselves facing two divergent outcomes requiring discipline, adaptability, and new approaches to portfolio construction.
In our 2027 Outlook, we explore:
- Two divergent paths for the economy
- Two equity markets within one
- Two diverging bond markets
- The outlook for equity, fixed income, and private markets in the year ahead
Featured Speakers
- George Mateyo, Chief Investment Officer, Key Wealth
- Brian Pietrangelo, Managing Director of Investment Strategy
- Rajeev Sharma, Head of Fixed Income
- Stephen Hoedt, Head of Equities
- Sean Poe, Managing Director, Head of Multi-Strategy Research