Q3 2026 Investment Insights Webinar
Published on: October 15, 2026
Today’s investment environment presents both challenges and opportunities for long-term investors. In this edition of Wespath’s Investment Insights webinar, members of our investment team examine key market developments, discuss the impact of higher interest rates on fixed income markets, review enhancements to the International Equity Fund and explore emerging market opportunities in a conversation with Maria Negrete-Gruson, Portfolio Manager for Artisan Partners’ Sustainable Emerging Markets Strategy. Together, these discussions provide insight into how Wespath approaches manager selection, portfolio construction and long-term investing in an evolving market environment.
What You’ll Learn
Market and Fund Update
- What drove the rise in global bond yields and how higher rates affected stocks and bonds during the quarter
- How AI-driven market leadership evolved as investors focused increasingly on valuations, capital requirements and monetization
- Key market and economic developments that influenced investment performance during the third quarter
Bonds Back in Focus
- Why today’s yield environment has renewed interest in fixed income investing
- How rising rates are affecting different segments of the bond market
- The role fixed income can play in generating income, managing risk and supporting long-term portfolio objectives
Building a More Diversified International Equity Approach
- The research and decision-making process behind Wespath’s International Equity Fund enhancements
- How the new manager lineup is designed to improve diversification and distribute active risk more intentionally
- The role of systematic, developed-market and emerging-market strategies within the portfolio
Emerging Markets in the Age of AI
- How artificial intelligence is influencing opportunities across emerging markets
- Why market concentration matters and the opportunities and risks it can create for investors
- How active managers identify sustainable growth opportunities and position portfolios in an evolving market environment
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More Videos in the Series
Bonds Back in Focus
Hear from Wespath's fixed income investment professionals as they discuss Treasury yields, inflation, corporate credit and the implications for institutional asset allocation, portfolio management and long-term investors.
Building a More Diversified International Equity Approach
Learn how Wespath's Public Markets team redesigned its International Equity Fund, combining active, passive, and systematic strategies to create a more balanced and diversified international equity portfolio.
Emerging Markets in the Age of AI
Andrew Steedman, Investment Analyst II at Wespath, and Artisan Partners Portfolio Manager Maria Negrete-Gruson discuss AI, market concentration, sustainable investing and emerging markets opportunities for institutional investors.
Market and Fund Update
Learn how rising bond yields, AI-driven market concentration and changing investment conditions affected markets and Wespath fund performance during the third quarter, with insights from Joe Halwax and Jon Morris.