After a record year of net inflows in 2024 for fixed income ETFs and ongoing demand for mutual funds, interest should remain strong. However, with a new administration, fiscal and monetary policy could be different. We are excited to hear from bond experts across the asset management landscape about how investors should be positioned for the months ahead. We plan to talk about active management as well as index based strategies.
We're nearing the end of 2024, and advisors are faced with no shortage of challenges. Everything from rate cuts and valuation concerns to global election cycles and geopolitical turmoil. They're also more eager than ever to learn how to stay on top of investing trends — like the rapid rise of active ETFs, AI, crypto, and beyond. Join us for our 2025 Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals.
This half-day symposium brings the brightest minds in the ETF and mutual fund industry together for panel discussions spanning critical fixed income topics.
In the coming Q4 Preview Symposium, investors will learn how they can best prepare for a host of possibilities and set up their portfolios to take advantage of opportunities and understand which areas of the market will face higher-than-normal risk.
This symposium brings the brightest minds in the ETF and mutual fund industry together for panel discussions spanning nine critical fixed income topics.
Join us for our Midyear Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals.
Our speakers will identify the risks and opportunities in each product type, providing guidance on what to expect under different market conditions.
Most platforms for alternative investments are just concerned with getting advisors access to those investments. But advisors need education on the role alternatives can play in asset allocation and how creating portfolios that complement traditional assets drive business growth. My guest today will discuss:
Private equity and venture capital funds have consistently outperformed public markets. But beyond those funds, there is a more specialized approach for investors to capitalize on the private markets: secondary transactions, often known as “secondaries.” My guest today, Andrew Krei, will navigate through the complexities of this dynamic sector, highlighting its potential rewards for investors seeking alternative paths for capital growth. He will also discuss the trends and advantages that the secondaries market offers over traditional PE or VC investments.
Equity markets recovered in 2023 and ETF investors have been reengaged in recent months. Demand for equity ETFs has accelerated both for a core allocation and more tactical exposures. With so many equity ETFs to choose from, it is important to dive into the drivers. We plan to cover broad US and international strategies as well as more targeted smart beta, thematic and active strategies. Position your client portfolios for 2024 after hearing from industry experts.
Cryptocurrency investments have been among the top performers in 2023 and over the last ten years. However, the landscape could be changing in early 2024 with the potential approval of the first spot bitcoin ETFs in the U.S.What do ETF-oriented advisors need to understand about cryptocurrencies? What do crypto-oriented investors need to understand about ETFs? What role can this asset class play in a portfolio and what risks should be kept in mind? What questions should you be able to answer to support clients? How do futures-based products fit into the mix? We will cover these and more with industry experts.
During our Market Outlook Symposium, our panelists will offer their analysis and answers to those questions and the others that will determine whether your clients will reach their financial goals.
Our speakers will identify the risks and opportunities in each product type, providing guidance on what to expect under different market conditions.
My guest, Sam Reid, is here to discuss the role and impact of structured credit within a retail investor portfolio. In an environment of rising rates and accumulating debt, this asset class offers investors a chance to alleviate risks and further enhance their portfolios.
Sam uses a process-driven approach to minimize the impact of rising rates, and his underwriting standards allow for enhancements to be built into securities. He focuses on short-duration investments.
The fixed income market has rapidly evolved in 2023. After a series of rate hikes, there's income in a wide range of bond strategies to consider. But there's also uncertainty about what's next.
Register today for this free Symposium to earn CE credits and learn how to take advantage of all that equities have to offer.
Artificial Intelligence (AI) has the potential to impact every corner of the economy. This technology is already changing the way data is used in investment decisions and is a burgeoning investment mega-trend. On August 30th, VettaFi will host an AI Symposium that will bring experts and thought leaders together to unpack the opportunities AI will create as it continues to rise in prominence.
It’s been a rough year for investors, and the credit market has been no exception. Rates have surged, ending a multi-decade bond bull market. How can investors generate alpha as credit yields become more attractive?
Fear and uncertainty in financial markets driven by inflation-fighting central banks, slowing economic growth and geopolitical tensions has driven risk-off investor behavior. While this can be disorienting, the U.S. Value team at Artisan Partners, led by portfolio manager Daniel Kane, views the current market drawdown as a healthy readjustment to the cost of capital. This comes after years of central bank interventions that distorted asset prices and provided a tailwind for growth stocks. It drove less selective managers to pay higher price multiples. He will explain why today’s shifting financial landscape will create more attractive investment opportunities, particularly for disciplined value investors.
We do not expect the current environment of weakening economic growth to dislodge the long-term staying power of our investment themes and have also taken great care to try to insulate against the most pernicious risks that inflation poses to equity investments.
The path to lower inflation without causing a recession—the so-called “soft landing” —has been made significantly more challenging by the events of the last few months.
A “soft landing” scenario is not so straightforward in the current context. We have emphasized companies that we believe have pricing power because of the mission-critical or value-add nature of their products and services.
Some of the most exciting growth areas pertain to strong secular trends, many of which are agnostic to the growth potential of any geographic region.
Given a potential inflationary environment and sell-offs in Chinese equities, we have taken great care to trim weightings in China, and we have made adjustments to reduce holdings with extended valuations and increase holdings that are well-suited to transmit pricing power or have more attractive valuations.
With respect to managing portfolios in an inflationary environment, we have taken great care to emphasize companies that we believe have pricing power due to the mission-critical or value-add nature of their products and services.
The fastest-growing financial advisory firm this year, according to SmartAsset, is Integrated Partners. It has added nearly $1 billion in recruited advisory assets this year to date.
Given a potential inflationary environment, we have taken great care to emphasize companies that we believe have pricing power because of the mission-critical or value-add nature of their products and services.
While valuations are high across the market, on a relative basis, they are still most attractive for international stocks. The pandemic has delivered a global growth shock, but in doing so, it has accelerated the timeline for mega trends such as productivity enhancement (robotics, automation, and software), e-commerce, electronic payments, and rapid drug development.
Up until almost every government announced “Big Bazooka” strategies to address the abrupt slowdown a quality-oriented portfolio outperformed. The stock market regime is likely to shift in the near term as massive government stimulus designed to prevent bankruptcy will do exactly that. Therefore, small businesses and poor-quality companies with dangerously high levels of debt will be bailed out.
Crises call for leadership. But leadership is not something that can be precisely defined. On an intellectual level, it combines an understanding of risks and opportunities, and a realistic assessment of one’s strengths and weaknesses. But it also demands a realistic vision of what the future holds and how to get there. And then leadership calls for the skills to communicate that vision and motivate your team to get there. Shirl Penney, a leader in the wealth management business, talks about leadership in the coronavirus crisis.
A recent study by Charles Schwab revealed that succession planning ranks last on the list of top priorities for RIAs. Moreover, 92% of firms are considering internal succession. As someone who has first-hand experience selling a business, my guest, Stuart Silverman, will explain why advisors are hesitant to part ways with their firms, how they can identify a successor and how institutional capital can help fuel succession strategies.
Progress on the trade front lifted the markets in Q4 but now comes the hard part.
Valuation multiples have been stretched to the point that stocks have failed to go meaningfully higher even as interest rates have come down. This means that there will need to be a recovery in leading fundamental indicators, and not just rate cuts, before equity markets can rebound sustainably.
Trade tensions continue to plague confidence about the trajectory of economic growth. Trade tension-induced cost pressures, disrupted supply chains, capital tied up in excess inventories, and the uncertainty which impedes business investment plans continue to be headwinds.
With U.S. equities now having outperformed their international counterparts for 11 years on a cumulative basis, there have been plenty of discussions on how expensive the domestic stock market has become. Yet, many investors seem reluctant to allocate to companies abroad, shrugging off elevated valuations for U.S. stocks and any negative news fairly quickly. In this webcast, we will share:
Global markets enjoyed a strong start to the year, marking a steep reversal from the downdraft that maligned the fourth quarter. Weak or decelerating growth in virtually every major economy, coupled with lingering overhangs from international trade frictions, have compelled the major central banks to adopt stimulative policies for the foreseeable future.
Business uncertainty resulting from trade frictions will continue to put downward pressure on economic growth. As a result, investor confidence may remain fragile (recent price declines appear to reflect this). Concerns are unlikely to dissipate soon, but we contend that international growth stocks represent a good investment opportunity.
The early part of 2018 was characterized by US equity market volatility. What stands out is the contrast with abnormally low volatility last year. The S&P rose over the 12 months of 2017 with a benign economic backdrop. We think true investment risk has probably declined since January as equity valuations are now at more normal levels creating more interesting opportunities.
