Midyear Outlook

Markets & Economy

Midyear Outlook

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

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Find out what's on our investment team's radar as we head into the second half of 2024. Join portfolio managers Caroline Randall and David Hoag as they discuss the forces shaping equity and bond markets. Can the U.S. economy remain resilient despite an uncertain path for interest rates? Are there opportunities aside from AI heavyweights and U.S. tech? Which sectors of the bond market look healthiest? And, of course, what could it all mean for portfolios?

Event date: Thursday, June 20, 2024

Caroline Randall is a portfolio manager with 26 years of investment industry experience (as of 12/31/2023). She also covers European utilities as an analyst. She holds master's and bachelor's degrees in economics from Cambridge.

David Hoag is a fixed income portfolio manager with 36 years of investment industry experience (as of 12/31/2023). He holds an MBA from the University of Chicago and a bachelor's degree from Wheaton College.

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Markets & Economy

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Featured Speaker

Caroline Randall

Portfolio Manager

David Hoag

Fixed Income Portfolio Manager

SUPPORTING MATERIALS
(U.S. VIEWERS)

CE credit quiz

Webinar slides (PDF)

Midyear Outlook report

Webinar FAQs

SUPPORTING MATERIALS
(CANADIAN VIEWERS)

CE credit quiz

Webinar slides (PDF)

Midyear Outlook report (PDF)

Webinar FAQs

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