What's the Market Missing?

Recent inflation trends have produced positive market sentiment, but we think global economic difficulties and some overly optimistic views of U.S. earnings growth could set up investors for disappointment. Join our experts as they go beyond the headlines and provide their perspective on what the market is missing, the risks and opportunities, and how we’re positioning to address them. 

Gain practical insights into:

• Strategic and tactical portfolio considerations around growth, volatility and interest rates
  
• What to expect from U.S. earnings in the coming years
  
• Opportunities in high yield bonds
  

• Mike Hunstad, Deputy CIO & CIO of Global Equities
  
• Wouter Sturkenboom, CFA, Chief Investment Strategist, EMEA & APAC
  
• Eric Williams, Head of Capital Structure, Global Fixed Income