As 2024 approaches, advisors face many critical challenges. With the Shiller CAPE ratio near 30 and the forward P/E ratio near 19, U.S. equities are richly valued by historical standards.
Is it time to hedge downside exposure? Will interest rates continue to rise, weakening the prospects for long-duration bonds? Has inflation been tamed, or will the Fed need to ease monetary policy to avert a recession? During our Market Outlook Symposium, our panelists will offer their analysis and answers to those questions and the others that will determine whether your clients will reach their financial goals.
Bob Huebscher will be interviewing Jeremy Siegel for the 17th consecutive year. We will review the accuracy of Siegel’s forecasts from last year, and get his predictions for the stock market, interest rates and the economy for the coming year.
Bonds were dealt a devastating blow in 2022. But performance has been better in 2023 even as the Fed hiked interest rates. Our panel will look at the economic and market trends driving interest rate movements in 2024 and a range of fixed income strategies..
Heading into 2024, advisors are looking to investment styles beyond traditional stocks and bonds for diversification purposes. Alternative investments will zig when the market zags. This just what your portfolio needs. We will cover a range of strategies available including convertible bonds and cryptocurrencies.
With short-term Treasury rates between 5% and 6%, the temptation to eliminate credit and duration risk is overwhelming. But the “T-Bill and chill” strategy overlooks compelling opportunities. Private credit, for example, offers spreads of 200 to 500 basis points above comparable Treasury securities. Municipal bonds are attractive for HNW investors. Our panel will look at the risks and opportunities available to investors who are willing to take on some credit or duration risk.
U.S. stocks dominated foreign equities from 2009-2021. That trend reversed in 2022, with large-cap and growth stocks dominating U.S. equity performance. Looking internationally, Japanese and European equities have posted gains in 2023, unlike emerging markets and Chinese stocks, which have suffered losses. Our panelists will look at the valuations across equity universe, including dividend and defensive stocks, to forecast where the best opportunities and biggest risks will be in the coming year.
Are muni bonds attractive relative to core taxable funds today? Should investors focus on short term, high yield or more traditional investment grade core strategies? Do you want to turn to active management for muni exposure? You have lots of questions about munis and we will be providing answers thanks to industry experts.
Russell E. Palmer Professor Emeritus of Finance
The Wharton School of the University of Pennsylvania
Chief Investment Officer
Bitwise Asset Management
Head of Fixed Income and Alternatives ETF Product Strategy
Head of Walter Scott North America
BNY Mellon Securities Corporation
SVP, Head of ETFs
Founder, CEO & CIO
Portfolio Manager and Head of ESG for Muni Fixed Income
Goldman Sachs Asset Management
Head of US Fixed Income
CIO of F/m Investments and Co-founder of US Benchmark Series
Head of Research
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