WEBCASTS
Building Bonds for 2024 and Beyond
Fixed income has seen numerous changes recently. First the 60/40 portfolio was dead. Then it was alive and healthier than ever. Rates continue to vex investors. In short, this is a market unlike anything investors have seen in the past 15 years.
Fortunately, there are opportunities for savvy investors. Join the experts at State Street Global Advisors, Market Guard and Clark Capital Management as they unpack the state of the bond market and outline strategies for building a fixed income portfolio that can be durable in 2024 and beyond.
SUMMARY
Topics will include:
- An overview of fixed in dynamics in today’s market.
- A primer on tax loss harvesting strategies.
- A strategic outlook on how to build a bond portfolio for 2024 and beyond.
SPEAKERS
Matthew Bartolini, CFA, CAIA
Head of SPDR® Americas ResearchState Street Global Advisors
Bradley Jenkins, CFP
CEO and CIOMarket Guard
Sean Clark, CFA
CIOClark Capital Management
Todd Rosenbluth
Head of ResearchVettaFi
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.
Important Disclosures
For Investment Professional Use Only.
Important Risk Information
Investing involves risk including the risk of loss of principal.
This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.
The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.
6061052.1.1.AM.INST
Exp: 4/30/2024