The big wave - Hedgeweek® Global Outlook 2026: Q1 Review & The Road Ahead

In this webinar, we take stock of the year’s early developments and assess how reality is lining up against expectations. Drawing on insights from our Global Outlook, we explore which themes are gaining meaningful traction and where markets have surprised even the most seasoned investors. 

From shifting macro dynamics to evolving market narratives, we break down the most important lessons from the first quarter and examine how these insights may influence positioning for the rest of the year. 

What you’ll learn: 

• Which Global Outlook themes are playing out, and which are lagging  
• Where markets have diverged from consensus expectations  
• Key takeaways from Q1 and what they signal for investors  
• How our outlook is evolving as new data and risks emerge  
• The state of the AI hype cycle and its market implications  
• The impact of rising geopolitical tensions on portfolios  
• Hedge fund strategies that showed momentum in Q1 and whether it can persist  

Whether you’re reassessing your portfolio or refining your market view, this webinar provides a timely perspective on the forces shaping investment decisions in 2026.