Don’t Leave Your Portfolio on the Sidelines, Learn the Playbook
As 2023 winds to a close, the economic signals can be hard to interpret. But investment professionals must make critical and informed decisions to set their clients up for a successful 2024. Join the experts at Invesco and VettaFi to hear a macro framework that will help you make sense of the latest market developments and position your portfolio for potential success.
Topics will include:
- An overview of where we are in the current market cycle and what to expect going forward.
- Specific, actionable guidance for both strategic and tactical allocations.
- An exploration of how the market might behave in three different circumstances: a base case, a case for improving conditions, and a case for worsening conditions.
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Brian LevittGlobal Market Strategist
Alessio de Longis, CFA®Head of Investment
Mo Haghbin, CFA®, CAIAHead of Solutions, Multi-Asset Strategies
Tom LydonVice Chairman