Saturday, February 14, 2026, at 9 am PST
"What Market Regime Are We In—and Why It Matters for Your Portfolio"
Mr. Abata is the Head of Multi-Asset Class Solutions for MML Investment Advisers. Markets do not behave the same way in every economic environment—and investors who treat them that way often pay the price. At this meeting, we will explore a disciplined, rules-based framework for identifying economic regimes and translating those signals into real portfolio decisions.
Please join your fellow investors and click here to register for in-person attendance.
Out of town or remote from San Diego? Join us via a live Zoom feed by clicking here.
The discussion will focus on how macroeconomic conditions influence asset-class performance, how investors can balance long-term strategic positioning with shorter-term shifts in market risk, and how multiple time horizons can be integrated into a coherent investment process. We will also walk through today’s economic backdrop and explain how key signals are being interpreted in the current environment.
This session is designed for investors who want a deeper, more structured way to think about portfolio construction—beyond headlines, forecasts, or gut instinct.
Join us and learn:
- How different economic regimes historically impact stocks, bonds, and other asset classes
- How to balance long-term strategic allocation with dynamic, intermediate-term adjustments
- How professional investors evaluate today’s opportunities and risks using objective economic and market signals
Meeting: Saturday, February 14, 2026.
8:30 a.m. Registration/coffee & pastries.
9:00 a.m. Market update by Rob Bernstein
9:10 a.m. "What Market Regime Are We In—and Why It Matters for Your Portfolio."
10:45 a.m. Q & A for Michael Abata
11:00 a.m. Continue the discussion with your peers at Corner Bakery (non-host).
Location:
Good Samaritan Episcopal Church Complex
4321 Eastgate Mall, Roetter Hall
San Diego, CA 92121
Thank you for supporting AAII San Diego.
Rob Bernstein,
President, AAII San Diego
If you have any questions, please don't hesitate to contact Rob Bernstein, AAII San Diego chapter president, at rob@rgbcapitalgroup.com or 858-367-5200.