1Q 2026 | Investment Perspectives Webcast

April 2026

Thank you for joining us for Meketa’s 1Q 2026 Market Outlook Webinar.

Richard O’Neill, Chair of Meketa’s Global Macroeconomic Investment Committee, was joined by Tim Filla, Committee member, for a timely discussion on how geopolitical tensions in the Middle East may influenced the macroeconomic and capital markets backdrop we entered the year with. Together, they explored potential implications for inflation, energy markets, central bank policy, and global growth, and highlighted key risks and themes investors should monitor as the year unfolds.

This discussion was part of our Investment Perspectives series, which offers thoughtful, accessible conversations with Meketa’s research professionals on the forces shaping markets and portfolios.

We hope you found this discussion informative and insightful.