Kenny Polcari

Kenny will set the stage first, briefly recapping 2025 market performance, key macro themes, and investor sentiment. Then, he will give you a roadmap for the year ahead—touching on global economic growth expectations, inflation trends, geopolitics, credit conditions, and the potential impact of politics and fiscal policy on markets. Finally, Kenny will outline where he sees the biggest profit opportunities…and share his thoughts on balancing risk and reward, diversifying across asset classes and geographies, and making tactical versus strategic portfolio moves.