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 and interest rates.
- What to expect from U.S. earnings in the coming years.
- Opportunities in high yield bonds.
Speakers:
- Michael Hunstad, Ph.D., Deputy CIO & CIO of Global Equities
- Wouter Sturkenboom, CFA, Chief Investment Strategist, EMEA & APAC
- Eric Williams, Head of Capital Structure & Senior Portfolio Manager
For Use with Financial Professionals Only. Not For Retail Use.