Agenda

• 11:05 AM ET

  Outlook on Interest Rates: Future of Fixed Income

  When will the Fed start cutting interest rates? Is inflation finally under control? What’s the economic outlook for the remainder of the year, and what does all this mean for fixed income allocations? We’ll kick off the Fixed Income Symposium by tackling these questions and providing general guidance on how advisors should think about the coming year.

• 11:25 AM ET

  Active Fixed Income: Fine-Tuning Your Focus

  As more active fixed income ETFs come to market, financial professionals are accelerating their studies to see how they can use fixed income ETFs in their clients’ portfolios. Learn about the opportunities that active fixed income ETFs provide, and some of the barriers advisors have experienced to date.

• 11:45 AM ET

  Should You Take on Interest Rate Risk?

  Most advisors feel rates will be lower a year from today. If the economy is in for a soft landing, is a longer duration allocation warranted? If short-term cash pays a lot less a year from now, might we see a wave of money positioned up the yield curve? Will risk-taking be rewarded?

• 12:10 PM ET

  Equity Income in a Falling-Rate World

  Beyond bonds, equities also provide a critical source of income in a falling-rate environment. Covered call strategies have stormed the scene as popular ways to preserve capital and protect against downside risk during times of uncertainty. But how do they stack up against bond funds, and how might more volatility factor into the equation?

• 12:30 PM ET

  VettaFi Wrap-Up

  The first half of 2024 was certainly an eventful one for fixed income. As advisors look to the second half, many questions are top of mind. What will the Fed’s rate-cutting regime look like? How should advisors position for the remainder of the year? Top managers will step in to answer these questions and more.