2025 Market Outlook Symposium

Preparing client portfolios for the year ahead

December 10, 202411am ET / 8am PT

Overview

We're nearing the end of 2024, and advisors are faced with no shortage of challenges. Everything from rate cuts and valuation concerns to global election cycles and geopolitical turmoil. They're also more eager than ever to learn how to stay on top of investing trends — like the rapid rise of active ETFs, AI, crypto, and beyond. Join us for our 2025 Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals.

Topics covered will include:

The Macro Perspective: What to Watch in 2025

Broad U.S. Equities Overview

Fixed Income Front & Center

Active Fixed Income in Focus

Why Consider Dividend Strategies Given the Macroeconomy?

Register today for this free Symposium, accepted for two(2) continuing education (CE) credits by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

Agenda

11:00 AM ET

2025 Market Outlook Symposium Kickoff
11:05 AM ET

The Macro Perspective: What to Watch in 2025

A new administration, a shift in control of Congress, and an active Federal Reserve. Advisors know things will be different in 2025, but just how different? We will talk to leading portfolio managers about the macroeconomy, and how they are positioning for the year ahead.
11:25 AM ET

Broad U.S. Equities Overview

It’s been a stellar 2024 for equity investors, though market leadership remained narrow. Going forward, a new administration could present a different opportunity set for 2025. Our experts will help frame the outlook for equities and highlight near-term allocation opportunities.
11:45 AM ET

Fixed Income Front & Center

Fixed income has made a huge comeback in 2024, with bond ETF flows blowing past previous records and the rise of active fixed income storming the scene like never before. More advisors are looking to sharpen their tools and fine-tune their exposure across the credit quality and duration spectrum. Will the Fed continue its slow and steady pace of easing even in the face of dramatic tariffs and tax changes? Our panel of experts will explore how best to position heading into the new year.
12:10 PM ET

Active Fixed Income in Focus

A new rate regime, a new administration and renewed concerns about inflation could make fixed income investing extra challenging in 2025. Active management may provide the toolkit needed to tackle the challenges ahead. We dive into the investment approach and how to deliver unique value for income investors.
12:20 PM ET

CLOs Storming the Scene

CLOs have garnered attention ever since the Fed’s first rate hike in 2022. But can they remain resilient even in the face of lower rates? Such products have allowed investors to chase yield while managing duration risk. Should advisors look to start making room for loan ETFs as an alternative? We’ll dive into potential risks and break down the advantages of using an ETF structure.
12:30 PM ET

Why Consider Dividend Strategies Given the Macroeconomy?

Kevin O’Leary of O’Shares Investments and Paul Baiocchi of SS&C ALPS Advisors will join us to talk about the global macroeconomic outlook for 2025. In addition, they will highlight some ETF strategies providing exposure to dividend-paying companies and the internet. It will be a can’t-miss session