WEBCASTS
New Year, New Challenges: Navigating Rate Cuts, Higher Yields, Fiscal Policy, and Economic Uncertainty
As we turn the page to a New Year, the environment is increasingly uncertain and unconventional, to say the least. The stock market is pushing new highs while the equity risk premium evaporates. As the Fed returns to a low-rate environment, generating income has become more difficult. Longer-term, structural problems loom over the U.S. economy as no one seems willing to fix the deficit and debt problems.
Join Swan Global Investments as they share potential solutions to 2025's challenges.
SUMMARY
Topics covered will include:
- Rate Cuts: Navigating a low-rate environment that complicates income generation.
- Economic Uncertainty: Preparing portfolios for looming fiscal challenges tied to deficits, debt, and demographics.
- Domestic and Geopolitical Volatility: Keeping nervous clients invested during turbulent times.
This program is pending acceptance 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
Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®
Client Portfolio ManagerSwan Global Investments
Rob Swan
COO and Portfolio ManagerSwan Global Investments
Kirsten Chang
Senior Industry AnalystVettaFi
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.
Important Disclosures
Options trading involves significant risk and is not appropriate for all investors. Complex strategies involve additional risk and you should carefully read the Characteristics and Risks of Standardized Options prior to implementing options strategies.
Investing involves risk, including the possible loss of principal. There can be no assurance that any investment strategy will meet its stated objective or provide positive performance over a period of time. This information has not been designed for any specific investor and does not constitute a recommendation to invest in the strategies mentioned. Any offer to invest in the firm’s investment strategies can be made by written agreement only.