Live Webinar
2026 Mid-Year Outlook for Financial Professionals
Wednesday, July 22nd
1:00 PM ET
Pending approval for 1 hour of CFP®, CIMA®, CPWA®, CIMC®, and RMA® CE credit.
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Webinar Overview
As we move into the second half of the year, investors face a rapidly evolving market environment. Join our senior portfolio managers for a mid-year outlook webinar featuring perspectives on the economic outlook, monetary policy, market valuations, and key investment themes.
Learn where we see opportunities and potential risks across macro, fixed income, and equity markets, and gain insights to help inform conversations with clients and portfolio decisions.
Speakers
Beth Mallette, CFA®
Portfolio Manager
Brad Cronister, CFA®
Senior Fixed Income Analyst
Liam McMahon, CMT
Risk Officer
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.
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