In this debut episode of Forthlane’s Off the Charts, Andrew Sarna and Vanessa Hui unpack three recent headlines impacting markets: escalating Middle East tensions, mounting concerns in private credit, and a challenging March for traditional portfolios.

Despite geopolitical chaos, equities remain surprisingly resilient, leaving investors questioning whether markets are underpricing risk or simply conditioned to ignore it. .

The key takeaways: the war is difficult to handicap and markets remain resilient; private credit headlines are more about liquidity than fundamentals; and portfolio construction matters more than ever when traditional diversification breaks down.

WHAT TO LISTEN FOR

:26 Middle East Conflict & Market Resilience
5:38 Private Credit & Liquidity Concerns
9:38 Traditional Portfolios Struggle in March

CONNECT WITH ANDREW SARNA

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Off the Charts Newsletter

CONNECT WITH VANESSA HUI

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This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.

If you’re a high-net-worth investor who wants clarity without the noise, this show is for you. Forthlane’s Off the Charts podcast breaks down three market headlines each episode, and what they actually mean for portfolios, risk, and positioning. No extra babble, just the headlines and the meaning.

Hear Forthlane perspective from Andrew Sarna, with practical context across rates, inflation, equities, and fixed income.

Built for clients and investors who value disciplined decision-making and long-term thinking.

Follow Forthlane’s Off the Charts for Forthlane commentary you can use, every two weeks.

This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.