Midyear Market Outlook Symposium

How will markets react heading into the election season?

June 27, 202411am ET / 8am PT

Overview

We're nearing the halfway point of 2024, and advisors are faced with no shortage of challenges: Everything from stickier inflation and valuation concerns to global election cycles and geopolitical turmoil. They're also more eager than ever to learn how to stay on top of investing trends — like the rapid rise of active ETFs, AI, crypto, and beyond. Join us for our Midyear Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals.

Topics covered will include:

Macro Environment and Implications for Investors

Broad US Equities Overview

Fixed Income Front & Center

Growth Potential of AI & Impact on Energy Sector

Register today for this free Symposium, approved for 1.5 hours 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®, CIMC designations and The American College of Financial Services.

Agenda

11:05 AM ET

Macro Environment and Implications for Investors

It’s been a strong first half of 2024, with the S&P 500 up close to 10% and the Fed having kept rates steady. So, what’s ahead for the second half before the election? And what styles look most appealing? We’ll dive into the macroeconomic picture and discuss a range of strategies.
11:25 AM ET

Broad US Equities Overview

Growth and high quality stocks have led the U.S. market higher in the first half of the year but questions remain as we move into the second half. If the Fed starts cutting rates or earnings slow down, can this trend continue? We will hear from asset management experts to help us navigate the opportunities.
11:45 AM ET

Fixed Income Front & Center

Heading into the second half, there’s a lot of uncertainty about interest rates and whether or not investors should take on more credit risk heading into the election. We’re going to tackle these questions and more with asset management experts. You don’t need to manage your fixed income exposure alone.
12:05 PM ET

Growth Potential of AI & Impact on Energy Sector

The rapid expansion of AI’s footprint is reverberating across virtually all industries – including natural gas and the broader energy transition. We’ll drill down into the ripple effects and unearth investing opportunities to potentially help you capitalize on the range of natural resources powering the new age of artificial intelligence.