Midyear Market Outlook Symposium

Name: Virtual Summit | ETF Trends & ETF Database
Start: 2026-06-25T15:00:00
End: 2026-06-25T17:00:00
Location: Online

Reflect. Recalibrate. Retool.

June 25, 202611am ET / 8am PT

Overview

As we cross the midpoint of 2026, the global investment landscape is defined by diverging growth trajectories and a maturing interest rate cycle. Join the industry’s leading strategists for the Midyear Market Outlook Symposium—a comprehensive briefing designed to help advisors audit their current allocations and prepare for the opportunities of the next six months

Topics covered will include:

Unlocking Growth: High-Conviction Opportunities in Japan

Innovative US Equity Strategies

Bonds, Active Bonds: The Income Playbook

Autocallable ETF Suite: Innovative Income & Growth

Redefining the Future of Global Infrastructure

What Are Advisors Missing About Municipal Bonds?

Beyond the Buildout: Where the AI Trade Goes Next

Modern ETF Solutions for the Next Era of Energy

This program is accepted for continuing education (CE) credit by the by the North American Securities Administrators Association™ (NASAA)*, Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, CIMC designations, The ETF Institute for CETF® and The American College of Financial Services.

CFA Institute attendees holding the CFA® and CIPM® designations must download a Certificate of Completion and document all continuing professional development activities in their online CE tracker.

*NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Agenda

11:05 AM ET

Unlocking Growth: High-Conviction Opportunities in Japan

Japan’s market is currently defined by transition. We explore the shifting macroeconomic trends to capture growth beyond traditional, broad-market allocations.
11:35 AM ET

Innovative US Equity Strategies

The core of your clients portfolios remains intact but you need to understand what the fundamental drivers are for the second half. This session will cover the outlook for US equities and where the opportunities look brightest.
12:05 AM ET

Bonds, Active Bonds: The Income Playbook

The U.S. is grappling with a series of stubborn inflation reports, sending bond markets reeling across the globe. With yields rising at an alarming rate, this session breaks down key macro drivers to watch closely — including inflation, growth and the Fed’s potential policy pivot — while identifying strategic allocations across MBS, core bond portfolios and beyond to effectively manage risk and capture yield in what could be a “higher-for-longer” rate regime.
12:20 PM ET

Autocallable ETF Suite: Innovative Income & Growth

Discover a modern approach to risk-adjusted yield with autocallable ETFs. By utilizing institutional-grade autocallable options strategies, this suite offers investors a unique balance of high-yield monthly income, downside barrier protection, and targeted equity growth across major market indices.
12:35 PM ET

Redefining the Future of Global Infrastructure

Global infrastructure is an evolving theme thanks to the impact of AI, connectivity, renewable energy transition and investment trends. We unpack the growth, income and diversification opportunities within.
1:05 PM ET

What Are Advisors Missing About Municipal Bonds?

Municipal bonds are no longer a “set-it-and-forget-it” investment. Because the market has become highly fragmented and complex, advisors must shift from passive indexing to active, rigorous credit screening to maximize returns.
1:20 PM ET

Beyond the Buildout: Where the AI Trade Goes Next

The infrastructure phase of the AI trade is in full swing, and capital is broadening into the inference layer of connectivity, cyber, edge and photonics. This session makes the case that embodiment is the next and least-owned leg, where intelligence steps off the server rack and goes to work in the physical world.
1:35 PM ET

Modern ETF Solutions for the Next Era of Energy

Amid energy transitions and shifting economic realities, how can portfolios be positioned for today’s income needs and tomorrow’s goals? Join us to learn how the growing demands of AI, supply chain constraints, and power needs have created a unique environment for critical metals, battery technology, and economically relevant industries like oil, gas, and chemicals.