Secure your spot in this live CE-credit webinar to hear our speakers reflect on the past year and provide their perspectives on key drivers and themes for 2019:
• Expand views on debt: Open questions about rising rates, the pace of economic growth, and corporate and government debt levels will likely require nuance to identify the right investment opportunities.
• Adapt to changing discount rates: Shifting risk premiums and widening credit spreads should cause credit quality and fundamental security selection to play a critical role in helping drive returns.
• Adjust portfolio duration: Duration movement as a result of interest rate movements is more than just a fixed-income concern and knowing when to adjust is important.
Come away with insight about economic developments and market trends that may help you manage risk in this aging market recovery and inform your strategy for the new year.
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| Bryant VanCronkhite, CFA, CPA Senior Portfolio Manager Wells Fargo Asset Management |
Lyle Fitterer, CFA Co-Head of WFAM Global Fixed Income, Managing Director, Head of Municipal Fixed Income Wells Fargo Asset Management |
Brian Jacobsen, Ph.D., CFA, CFP Senior Investment Strategist Multi-Asset Solutions Wells Fargo Asset Management |
David Armstrong - Moderator Editor-in-Chief and Executive Director of Content and User Engagement WealthManagement.com |
The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.
Investments & Wealth Institute (formerly IMCA) has accepted this program for one (1) hour of CE credit toward the CIMA® and CPWA® certifications.
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