Mid-Year Outlook for Financial Professionals

Thursday, July 11th

4:00 PM ET

Approved for 1 hour of CFP CE credit




Jay Welles, CFA®

Head of Core Equities


Brad Cronister, CFA®

Senior Analyst, Fixed Income


Jason Symoniak

Senior Global Equities Strategist

Register now

Webinar Overview

As we reach the halfway point in 2024, now is the time to reflect on the current economic landscape, provide insights into trends and sectors presenting opportunities for investment, as well as talk through strategies for navigating potential risks and uncertainties in the market.

Hear from our Head of Core Equities, Jay Welles, and Senior Fixed Income Analyst, Brad Cronister, on our outlook for the rest of the year, opportunities we’re looking for, and areas of caution – all from macro, fixed income, and equities perspectives.

Unable to attend?

You can still register and we'll send you the recording once it's available.

What we'll discuss

blue-checkmark Analysis of current economic landscape and the implications for financial markets
blue-checkmark Insights into trends and sectors presenting opportunities for investment
blue-checkmark Strategies for navigating potential risks and uncertainties in the market

Who we are

We strive to offer excellence in investment management and to be a valued extension of your team. We have a broad range of research competencies including deep fundamental research, quantitatively-based smart beta, and specialized strategies for asset class alpha opportunities.

Get to know us

Schedule a call

Interested in learning more about our solutions or want to chat with a member of our team? Schedule a call with us today to learn more.

Connect with us

Sign up to have new insights delivered directly to your inbox.