EVENTS:   Best Equity Short Ideas Conference Call 14 - Robert Prather/Vision Research & Pierre-Olivier Essig/AIR Capital & Makay Redd /Oxford DataPlan & Zach Shannon/Corto Capital Advisors & Russell Waller/New Street Research & Tom Beevers/Forensic Alpha - 02 Jul 26     ROADSHOWS: Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   02 - 03 Jul 26       Semiconductors Coverage and Ideas - Kevin Cassidy /Rosenblatt Securities   •   London   08 - 09 Jul 26      

Navigating the Q3 Risk Window Ahead

RW Advisory

Wed 08 Jul 2026 - 15:00

Topics

Navigating the Q3 2026 risk window across key macro markets

Big picture insights of the 2026–2032 macro cycle regime shift

Strategy adaptation, from low-volatility markets to higher dispersion and structural change

The rise of a commodity super-cycle, broadening rotation: gold, energy, and now food

Live market review & questions