VIRTUAL EVENTS
What 2025’s Volatility Means for Your Portfolio Strategy
The macro outlook is volatile as investors seek to derisk amid tariffs, global trade wars, and uncertainty around the US dollar.
Join the experts at State Street Global Advisors, Confluence Investment Management, and Astor Investment Management as they provide a midyear market update and explore opportunities and challenges facing investors.
SUMMARY
Topics will include:
- Why a multi-asset class focus can be critical since no single asset stays on top forever
- The importance of international exposure amid geopolitical risk
- How much credit exposure is warranted in your fixed income portfolio
SPEAKERS
Matthew Bartolini, CFA, CAIA
Head of Americas ETF ResearchState Street Global Advisors
Kaisa Stucke, CFA
Chair - Asset Allocation CommitteeConfluence Investment Management
Bryan Novak, CAIA
CEOAstor Investment Management
Todd Rosenbluth
Head of ResearchVettaFi
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Important Disclosures
FOR INVESTMENT PROFESSIONAL USE ONLY
Important Risk Information
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
Investing involves risk including the risk of loss of principal.
Bonds generally present less short-term risk and volatility than stocks, but contain interest rate risk (as interest rates raise, bond prices usually fall); issuer default risk; issuer credit risk; liquidity risk; and inflation risk. These effects are usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.
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. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.
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Exp. Date: 5/31/2026