Today’s Equity Symposium begins at 11 a.m. This unique event gives advisors access to thought leaders and experts and provides free CE credits. For those who have already registered or those thinking about registering, here’s a sneak peek at today’s Equity Symposium agenda.
Diversifying Away From Mega-cap Growth Strategies
Despite high rates through most of the year, the first half of 2024 was mighty, with the S&P up nearly 10%. The second half of the year features an array of question marks. What does the lower interest rate environment mean for small and mid-caps? How will the election impact the market? What styles are well positioned? The opening session will explore how investors can move away from the mega-cap growth strategies that defined the earlier part of 2024.
The Equity Symposium Explores Valuation Matters
Many investors and analysts are concerned about high valuations, so investors need to ensure their portfolios are richly diversified. The second panel of the symposium will explore undervalued opportunities in large-cap while also considering themes that could resonate in the coming years.
Thematic ETFs and AI
Artificial Intelligence (AI) captured investor imagination in 2024, but should AI remain a top priority in Q4? What other themes are positioned to ascend? The third session of the symposium will explore the thematic ETFs that investors can use to augment their portfolios.
An International Look
Domestic growth stocks have had a strong run, but investors who want true diversity need to look outside the U.S. Accordingly, the final session of the symposium will look at opportunities outside the U.S. This session will also cover currency hedging and explore Europe, Japan, and emerging markets heading into the final quarter of 2024.
The Equity Symposium will provide CE credits and is free to attend.
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