Webinar Replay: Iran, AI Disruption, and the Credit Cycle

March 20, 2026
45 min watch

Joe Amato | President and Chief Investment Officer - Equities

Ashok Bhatia | Chief Investment Officer and Global Head of Fixed Income

Jeff Blazek | Co-Chief Investment Officer, Multi-Asset Strategies

Shannon L. Saccocia | Chief Investment Officer - Wealth

Anthony David Tutrone | Global Head of Private Markets

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Investors faced mounting pressure even before the military strikes on Iran—tune in for a timely cross-asset conversation on the geopolitical and market outlook.

A Cross-Asset Outlook

Investors faced mounting pressure even before the military strikes on Iran, with AI disruption weighing on software valuations, and rising stress in credit markets. Now that geopolitics are a concern, what are the asset allocation impacts?

On March 16, Joe Amato, CIO, Equities, Ashok Bhatia, CIO, Fixed Income, Jeff Blazek, Co-CIO, Multi-Asset, Shannon Saccocia, CIO, Wealth, and Tony Tutrone, Global Head of Private Markets came together for a cross-asset conversation where they addressed:

  • What the ongoing military strikes on Iran mean for oil prices, energy supply, and the broader macro backdrop
  • The software sector and AI disruption
  • Where we see risk building in public and private credit markets, and how to think about positioning

Please view the replay for a timely conversation on the geopolitical and market outlook.

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