Mid-Year Outlook: And After All That, What’s an Advisor to Do Now?

July 7th, 2020 4 PM ET


This webinar has passed. You can watch a recording of the webinar here.

Webinar Overview

Advisors are facing a difficult task. How do you effectively manage client expectations when the fundamentals say one thing, but the market is doing something else entirely?

In our 2020 Mid-Year Outlook webinar, we ask whether the rally is sustainable, explore areas of opportunity that may be overlooked, and discuss how we are thinking about allocating dollars in today's uncertain, uncomfortable, and chaotic market environment.

Key topics include:

  • Assessing the state of the economy
  • Building reasonable expectations for the future
  • Analyzing the impact of low rates
  • How market overreactions can create opportunity
  • What you can do now to position client portfolios


Chris Petrosino, CFA

Managing Director, Quantitative Strategies