Midyear Market Outlook Symposium

June 26, 202511am ET / 8am PT

Overview

We're nearing the halfway point of 2025, and advisors are faced with no shortage of challenges: From tariffs to inflation to geopolitical heat to economic growth concerns, there has been plenty to keep us on our toes. Markets haven’t been easy to navigate, and volatility is causing a lot of heartburn. Join us for our Midyear Market Outlook Symposium, where we’ll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forward.

Topics covered will include:

Macro Environment & Implications for Bond Investors

Going Global: Investing Abroad

Thematic ETFs: Making a Comeback?

Taking an Active Approach to Equity Investing

Eye on AI

Agenda

11:05 AM ET

Macro Environment & Implications for Bond Investors

The Federal Reserve has been on hold waiting to see the impact of the geopolitical activities. But advisors are not sitting on the sidelines. nor should they be. We will talk about the outlook for fixed income in the second half of 2025 and how leading managers are positioning portfolios.
11:25 AM ET

Going Global: Investing Abroad

International equities have outperformed U.S. ones in the first half of 2025 but many advisors are wondering if this will persist. We will look closely into the fundamental drivers of European and Asian markets with industry experts. We will also discuss how to gain exposure to these markets in a diversified manner.
11:45 AM ET

Thematic ETFs: Making a Comeback?

Traditional thematic investing may have taken a backseat over the past few years, but as advisors find it harder to rely on mega-cap growth and market beta, 2025 could well be the year for a comeback. Our panel of experts will unearth opportunities across several major themes this year and explore whether the category has reinvented itself, as investors dig deeper for alpha.
12:05 PM ET

Taking an Active Approach to Equity Investing

Active equity strategies have been growing in popularity and have played a significant role in shaping the current ETF landscape. We will discuss how active strategies could enhance equity allocations and tailwinds driving active equity in 2025 and beyond.
12:25 PM ET

Eye on AI

Artificial intelligence remains a key theme for advisors, but there are lots of questions about how to identify which companies will benefit. We will talk to industry experts on what they are watching in this space and discuss some of the industry leaders.