Equities, fixed income and commodities are sending mixed signals. What should investors be watching heading into 2027?
Markets are entering the final stretch of 2026 with a complex set of forces at play. Equity markets have remained resilient, but beneath the surface, higher bond yields, persistent inflation and increasingly concentrated market leadership are creating a more challenging backdrop for investors.
Join Greg Taylor, Chief Investment Officer and Portfolio Manager, for a discussion on what is happening across equities, fixed income and commodities, and how he is thinking about positioning heading into year-end and 2027.
Bond yields are challenging valuations, while AI-related strength is supporting major equity markets despite broader weakness, making headline performance an incomplete signal. Shifting rate expectations, geopolitical developments and the U.S. midterm elections could quickly alter the outlook, bringing either greater market clarity or continued volatility and repricing.
Greg will examine the risks and opportunities across asset classes, where flexibility may be especially valuable, and how this outlook is informing the Pender Alternative Select Equity Fund, Pender Alternative Multi-Strategy Growth Fund, and the Pender Alternative Multi-Strategy Income Fund.
In this webinar, we will discuss:
- What equity, fixed income and commodity markets are signalling heading into 2027
- Why the direction of bond yields matters for equity markets and valuations
- How inflation, interest rates and geopolitical developments are shaping the outlook
- What concentrated equity market leadership could mean for investors
- How the Pender Alternative Select Equity Fund, Pender Alternative Multi-Strategy Growth Fund and Pender Alternative Multi-Strategy Income Fund are positioned for the current environment
