Replay: Semiannual Market and Economic Update
Summary
Watch Jackie Bowie and Amol Dhargalkar discuss the risks and opportunities in today’s capital markets. They examined how real estate, private equity, and corporate finance leaders are managing macroeconomic shifts, geopolitical developments, and technological innovation to strengthen portfolios, deploy capital, and drive long-term performance.
Key takeaways
- The impact of geopolitical events, trade policies, and currency movements.
- Key developments in GDP, inflation, and employment shaping the financial landscape.
- Market expectations for central bank policy and how businesses can position themselves effectively with higher-for-longer interest rates.
- How companies are reevaluating their risk management frameworks and approaches.
About the speakers
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Jackie Bowie
Managing Partner
Head of EMEALondon
Jackie Bowie is a Managing Partner and Head of EMEA providing guidance and strategy for the European and APAC regions, with over 25 years of financial markets expertise. -
Amol Dhargalkar
Managing Partner
ChairmanKennett Square
Amol Dhargalkar is a Managing Partner and Chairman for Chatham’s Board of Directors. He brings over 20 years of experience in derivatives capital markets expertise.
Disclaimers
Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit chathamfinancial.com/legal-notices.
Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved.
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