Hedge or Seek Yield: What Advisors Need to Know
Investors are still looking for ways to diversify and hedge against market volatility in a prolonged bull run, but traditional diversifiers like fixed-income assets are more at risk in the late business cycle. In this upcoming webcast, the AGF and ETF Trends will look to a strategic hedge to the equities market along with a source of yield and returns to help financial advisors better manage future downside risks and still participate in any further upside potential.
Tom Lydon, CEO of ETF Trends moderates a discussion on:
- An overview of the current market environment
- Limits of traditional portfolio diversifiers in a late business cycle
- Alternative approaches that provide tools to hedge equities, and tools for sources of yield and return
- How financial advisors can incorporate a strategic hedge to a traditional portfolio mix
Not accepted for one hour of CFP/CIMA 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.
Kevin McCreadie, CFA, MBAChief Executive Officer & Chief Investment Officer
AGF Management Limited
Bill DeRocheChief Investment Officer & Portfolio Manager
AGF Investments LLC*