Join Michael LoGalbo, CFA, Global Market Strategist for New York Life Investment Management, and John Sitilides, Principal of Trilogy Advisors LLC, for a discussion on how investors can navigate rising geopolitical uncertainty and incorporate it into long-term asset allocation, diversification, and portfolio positioning.
New York Life Investment Management is a global platform with over $800 billion in assets under management, dedicated to delivering tailored investment strategies across public and private markets. The firm serves a wide range of clients, from its general account and affiliates to third-party institutional and retail investors. New York Life Investment Management’s strategies span fixed income, equity, alternative investments, multi-asset, and cash/cash equivalents.
WEBCAST – Energy, Conflict, and Markets: What Investors Need to Know
April 10, 2026 | 10:00AM ET
If it feels like geopolitics is driving markets more than ever, that’s because it is. After a decade where geopolitical risks were relatively contained, a new environment has emerged.
The ongoing war in Iran is a real-time example, highlighting how risks to energy supply, potential disruptions to key shipping routes like the Strait of Hormuz, and constraints on petrochemicals and fertilizers can quickly ripple through inflation, growth, and global stability.
Join us for a timely discussion on:
- The war in Iran and impacts on energy markets
- Second-order effects: shipping, food, and global stability
- U.S.-China dynamics and strategic competition
- U.S.-Europe tensions and alliance dynamics
Geopolitical risk cannot be avoided, but it can be managed. This session will provide frameworks, not forecasts, to help investors connect today’s developments to long-term asset allocation, diversification, and portfolio positioning.
Accepted for 1 CFP / IWI / CFA CE Credit