WEBCASTS

Preparing Your Portfolio For 2023

With both stocks and bonds down this year, 2022 is ranking to be the second-most volatile year on record1. As we approach the new year, putting the 2022 market detractors into context can help you position portfolios in 2023. Join State Street Global Advisors and Nuveen for a discussion on the global economy, the impact fiscal and monetary policy will have on markets, and investment ideas to prepare portfolios for 2023.

November 30, 2022
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Lara Crigger, Editor-in-Chief of VettaFi, will moderate a discussion on:

  • The 2023 outlook for equity and fixed income markets. 
  • Potential investor opportunities and pitfalls in navigating the path ahead.
  • Targeted investment ideas for the new year and how financial advisors can incorporate these strategies into a diversified investment portfolio.

Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Simona Mocuta

Chief Economist
State Street Global Advisors

Matthew Bartolini, CFA, CAIA

Head of SPDR® Americas Research
State Street Global Advisors

David Blair, CFA

Managing Director and Portfolio Manager
Nuveen Asset Management

Lara Crigger

Editor-in-Chief
VettaFi

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Important Disclosures

1Based on the number of days with either a gain or loss greater than +/-1% for the S&P 500 Index. Bloomberg Finance L.P. as of October 25, 2022 based on SPDR Americas Research calculations.

For Investment Professional Use Only
Investing involves risk, including the risk of loss of principal.

This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates.

Standard & Poor’s®, S&P® and SPDR® are registered trademarks of Standard & Poor’s Financial Services LLC (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

© 2022 State Street Corporation. All Rights Reserved.

State Street Global Advisors, One Iron Street, Boston, MA, 02210

5083133.1.1.AM.INST

Exp Date: 11/30/2023