How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election

Overview

Date: Wednesday, October 21, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Editorial Webcast Sponsored by:

Most investors understand and appreciate the value of bonds in their portfolios, but there is always room to revisit current allocations and explore more options. The current economic and financial conditions continue to affect the fixed-income arena, and they may keep shifting as we approach the U.S. elections and in light of the continuing pandemic.

Join this complimentary webcast to receive critical input on what key economic and financial trends are most influencing the fixed-income arena today and talking points to share with your clients. You will also:

  • Learn about the different investment opportunities available in today’s challenging credit markets
  • Increase your understanding of the pros and cons of investing in the different bond types/sectors in late 2020
  • Get helpful details on fixed-income products tied to floating rate loans, emerging market debt, high-yield strategies and more

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

Speakers

Michael Wedekind | AVP, Senior Investment Analyst| Envestnet | PMC

Michael Wedekind is an investment analyst for Envestnet | PMC. In this role, he conducts quantitative and qualitative research on fixed income, real estate investment trusts (REITs), and commodity mutual fund and separate account managers. He joined the firm in 2015 and is a 2020 Level III candidate in the CFA Program.

David M. Blanchett, PhD, CFA, CFP® |Head of Retirement Research| Morningstar Investment Management LLC

David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. He has published over 100 papers in a variety of industry and academic journals.

Robert Jenkins | Global Head of Research | Refinitiv

Bob Jenkins has over 25 years experience in Financial Services and consulting across firms such as Fidelity Investments and McKinsey & Company. Before assuming his current role as Global Head of Research for Refinitiv/Lipper he served as the President & CEO of Financial Research Corporation (FRC). Over his career he has held FINRA Series 4, 7, 8, 9/10, 24 and 63 General Securities licenses and has authored white papers on topics such as Retirement Investing, Investment Policy and Portfolio Manager Selection.

Christopher Remington |Director of Fixed Income Product & Portfolio Strategy, Institutional Portfolio Manager| Eaton Vance Management

Christopher Remington is a vice president of Eaton Vance Management, director of product and portfolio strategy and an institutional portfolio manager for Eaton Vance’s credit mandates. Chris is responsible for market research and analysis, advancing the firm’s managed strategies through thoughtful investment communications and insights on the credit markets. He joined Eaton Vance in 2008. His commentary has appeared in Financial Times, The Wall Street Journal and Bloomberg among other leading financial media outlets.