KEY FEATURE

The Abu Dhabi GP Pit Stop: Geopolitical Landscape Panel

40:18 min

  • Tariffs, portfolio construction, and opportunities
  • The Fed’s reaction function
  • Systemics risk versus market sentiment
  • European markets, regulation and leadership
  • Impact of tariffs and inflation on, and outlook for the Middle East

If you missed our Geopolitical Landscape panel at Albourne's client event, The Abu Dhabi GP Pit Stop, you can catch up here! This panel was hosted by Albourne’s Senior HF IDD Analyst, Mike Halliwell, and features three Hedge Fund managers as well as Albourne’s Head of Portfolio Group, James Walsh. 

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Watch the Global Private and Public Credit Panel - GP Pit Stop

Managers may take advantage of the current dislocation in global trade dynamics, while liability management exercises may become more prevalent due to tariff-related liquidity issues, and the Private Credit space is seeing significant growth but also facing pressure on structure and pricing.

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