Global market outlook: rates, risk, and the changing cost of capital
Amol Dhargalkar
Chairman and Senior Managing DirectorAmol Dhargalkar is Chairman and Senior Managing Director, Corporate Development at Chatham Financial, advising clients on debt and derivatives capital markets strategies while helping drive the firm’s strategic initiatives.
Jackie Bowie
Senior Managing DirectorJackie Bowie is Senior Managing Director, Head of EMEA and Co-Head of Global Client Engagement at Chatham Financial, leading the firm’s client engagement strategy and overseeing its business across Europe and APAC.
Semiannual Market Update
Thursday, September 17, 2026
11:00 AM-12:00 PM EDT
The assumptions that shaped capital markets are being tested. Persistent inflation, diverging central bank policies, geopolitical risk, and unprecedented investment in AI and digital infrastructure are reshaping the outlook for rates, currencies, and the cost and availability of capital.
Jackie Bowie and Amol Dhargalkar will examine what these shifts mean for markets and the decisions investors and businesses face now. Drawing on Chatham’s market data and perspective across global capital markets, they’ll assess the outlook for the Fed and other central banks, the forces driving longer-term yields and currency dynamics, and how rising capital demand is influencing financing conditions.
Attendees will leave with a sharper view of the risks shaping the market, the scenarios that matter most, and how risk strategies are evolving to prepare for a wider range of outcomes.
Key takeaways:
Understand the forces driving volatility and the changing cost of capital.
Assess how the Fed, other central banks, inflation, and global market shifts are influencing rates and currencies.
Examine how AI investment, geopolitical risk, and capital demand are reshaping financing conditions.
See how risk and hedge strategies are evolving in response to a wider range of market outcomes.
Register now to gain perspective on the forces reshaping global markets and the strategies businesses and investors are using to navigate them.
1.2 CPE/CTP credits available for live attendance.
Want to learn more?
Contact our team to discuss how Chatham can help with your treasury and risk management needs.
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