WEBCASTS
Is your portfolio ready for 2025?
Risk assets could be well positioned for success in 2025, particularly in non-US developed markets, small-cap stocks, and US value sectors. Optimizing your portfolio for the realities of 2025 is critical for investors looking to achieve their goals.
Join the experts at Invesco and VettaFi for a deep dive on what investors need to consider going into the new year. Jason Bloom will join us in the second half to discuss the outlooks for Fixed Income
SUMMARY
Topics covered will include:
- An overview of the investment landscape in 2025
- How the incoming administration may impact investing
- How to optimize your portfolio for better results in 2025
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Jason Bloom
Head of Fixed Income and Alternatives ETF Product StrategyInvesco
Brian Levitt
Global Market StrategistInvesco
Todd Rosenbluth
Head of ResearchVettaFi
Disclaimer
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Important Disclosures
The risks of investing in securities of foreign issuers can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues.
A value style of investing is subject to the risk that the valuations never improve or that the returns will trail other styles of investing or the overall stock markets.
Stocks of small-capitalization companies tend to be more vulnerable to adverse developments, may be more volatile, and may be illiquid or restricted as to resale than large companies.
Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
Invesco Distributors, Inc.