Changes in Federal Reserve monetary policy have demonstrated a significant influence on the US economy and markets. While the crucial role the Fed plays in determining security returns is widely recognized, there is little agreement on how, or if investors can capitalize on shifts in Fed policy.
Join us to explore the concept of Economic IndexingTM, which is underpinned by over three decades of empirical academic research, and which presents a simple yet compelling thesis that, if measured properly, there is an observable association between Fed monetary policy shifts and subsequent returns on equities.
Topics will include:
- Key stock ratios connecting Fed monetary environments and drivers of equity returns
- Analysis of the active yet rules-based ‘Invest with the Fed’TM index methodology and returns characteristics
- An asset allocators view of the investment thesis for Equity allocations
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Robert Johnson, PhD, CFA, CAIA
Chairman, CEO and Co-Founder
Economic Index Associates, LLC
Maurice Tessier
Wealth Advisor
UBS