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Long-term government-bond yields in the US, Germany, the UK and Japan have climbed to levels not seen in over 15 years, while economic growth has held up better than expected despite the ongoing conflict in the Middle East and renewed pressure on energy prices. At the same time, heavy government borrowing, strong AI-related investment and shifting demand for long-dated bonds raise questions about the future path of yields and the cost of capital.
Join us on October 27 for our Q4, 2026 webinar where our in-house expert Gilbert Kruimer and Tamera Husseini will guide you through our Quarterly Scenario outlook ‘A New Cost of Capital? What Higher Rates and Resilient Growth Mean for Investors’.
Key Takeaways
- Whether higher long-term rates are mainly a temporary response to current conditions or could prove more lasting,
- How resilient growth may be if borrowing costs remain elevated.
- The impact of climate change on sovereign debt resilience.
The webinar in short
Quarterly Scenario webinar – 'A New Cost of Capital? What Higher Rates and Resilient Growth Mean for Investors'
Date: Tuesday, October 27, 2026
Time: 10 AM (EDT) / 16:00 (CET) or 2 PM (EDT) / 20:00 (CET)
*You can choose to attend one of the above-mentioned timeslots
Duration: 60 minutes - Each session includes a 45-minute presentation followed by a 15-minute live Q&A.
Register for the 10 AM (EDT) / 16:00 (CEST) webinar Register for the 2 PM (EDT) / 20:00 (CEST) webinar
Speakers
Gilbert Kruimer – Senior Consultant - Scenario & Asset Valuation
Tamera Husseini – Climate Risk Specialist – Climate Scenarios & Sustainability
Interested in more?
Click the button to find an overview of our upcoming webinars and access our past Quarterly Economic Scenario Outlook video's.
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