Capital Ideas™ 
Investment insights from Capital Group

Asset Allocation
Asset allocation for 2024

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

 


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Between election volatility and high interest rates, there's a lot to consider when building portfolios for 2024. How much does diversification matter in equities? And can fixed income live up to its name? Join portfolio managers Michelle Black, John Queen and Will Robbins as they provide actionable insights into asset allocation for the year ahead.


Event date: Thursday, February 29, 2024

John Queen is a fixed income portfolio manager with 34 years of investment industry experience (as of 12/31/2023). He holds a bachelor's degree in industrial management from Purdue.

Michelle Black is a solutions portfolio manager with 29 years of investment industry experience (as of 12/31/2023). She holds a bachelor’s in business administration from the University of Southern California. She also holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations, is a member of the Investments & Wealth Institute and serves on the CIMA commission.

William L. Robbins is an equity portfolio manager with 32 years of investment industry experience (as of 12/31/2023). He holds an MBA and a bachelor's degree from Harvard.

Learn more about
Asset Allocation
Bonds
Multi-Asset
Global Equities

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Featured Speaker
John Queen
Fixed Income Portfolio Manager
Michelle Black
Solutions Portfolio Manager
Will Robbins
Equity Portfolio Manager

SUPPORTING MATERIALS

CE credit quiz

Webinar slides (PDF)

4 surprising risks in client portfolios

3 reasons to rethink global equity

Request a portfolio analysis consultation

Conversations with Mike Gitlin: Featuring Rob Lovelace (video)

Webinar FAQs

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*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

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