Quarterly Scenario Webinar Q3 2026 - Energy Markets & Risk Repricing: Navigating a Fragile Ceasefire

The signing of the US–Iran memorandum of understanding in June marked an important step towards formalizing the ceasefire and easing immediate concerns over global energy supply. While the interim framework has supported lower oil prices and a degree of market stability, the ceasefire remains fragile, with intermittent military flare-ups underscoring ongoing geopolitical risks. Shipping through the Strait of Hormuz has partially resumed but remains well below pre-conflict levels, continuing to pose downside risks to the global economy.

Join us on July 29 for our Q3, 2026 webinar where our in-house expert Juliëtte Hobbelink will guide you through our Quarterly Scenario outlook, ‘Markets & Risk Repricing: Navigating a Fragile Ceasefire’ and Federico Andelsman Alvarez will also introduce the Total Portfolio Lens (TPL), a practical framework that helps organizations take the next step towards implementing a Total Portfolio Approach (TPA).

Key Takeaways

In this webinar, we examine:

• The implications of a fragile ceasefire for energy markets
• The broader macroeconomic outlook, including the potential effects on inflation, interest rates, economic growth, asset prices, and portfolio positioning in an increasingly uncertain environment
• In our special topic, we will discuss the key analytical building blocks that support TPA, including the role of a Reference Portfolio, incorporating multiple objectives into the decision-making process, and the importance of continuous monitoring to enable a more informed total portfolio decision.

The webinar in short

Energy Markets & Risk Repricing: Navigating a Fragile Ceasefire

Date: Wednesday, July 29, 2026
Time: 10:00 (EDT) / 16:00 (CEST) or 14:00 (EDT) / 20:00 (CEST)
Duration: 60 minutes (45-min presentation + 15-min live Q&A)

Speakers

Juliëtte Hobbelink - Quantitative Consultant  - Scenarios & Asset Valuation  - Ortec Finance

Federico Andelsman Alvarez - Pension Strategy & Risk Consultant  – Global Pension Risk - Ortec Finance

Moderator

Amrit Summan  - Investment Strategy Solutions Lead - Scenarios & Asset Valuation   - Ortec Finance

How to Attend

Choose the session that suits your schedule:

• 10:00 (EDT) / 16:00 (CEST)
• 14:00 (EDT) / 20:00 (CEST)

Each session includes a 45-minute presentation followed by a 15-minute live Q&A.

Register Now

Secure your place and gain timely insights into the evolving market landscape — and what today’s geopolitical developments mean for your strategy.