The conflict premium - pricing the structural cost of ongoing tensionIn this webinar, our panel unpacks separating signal from noise in geopolitically charged markets, what’s driving short-term volatility and why a reactive strategy can undermine long-term outcomes.14 May 2026

      Speakers:

      • Siboniso Nxumalo (Chief Investment Officer)
      • Meryl Pick (Portfolio Manager)
      • Jason Swartz (Portfolio Manager)

      Topics covered:

      • Separating signal from noise in geopolitically charged markets
      • What matters structurally versus what’s driving short-term volatility
      • Why a reactive strategy can undermine long-term outcomes

      Moderator:

      Maya Fisher-French