Portfolio Construction Masterclass, Part 1 of 3: Today’s Investment Landscape

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Editorial Webcast Sponsored by:

In 2023, stocks and 60/40 portfolios had higher returns than in 2022, while bonds remained virtually steady. There are, of course, many tricky market and economic issues at play. Interest rates are close to 16-year highs, the Federal Reserve has a “higher for longer” focus, and the effects of higher borrowing costs are being felt. Much of consumers’ extra savings have been tapped, and student loan payments restarted.

In this webcast, we’ll discuss current market conditions and their impact on different asset classes – including alternative investments – as well as the historic and expected risks and returns of these investments.

Join this complimentary webcast to get up to speed on how different asset classes are performing in 2023 and how they might perform in 2024. You’ll learn:

What the latest investment trends are and how they can affect your clients’ portfolios
How to evaluate the current correlations between asset classes and their expected risks and returns
What lies ahead for traditional assets and investment vehicles, as well as new alternative assets

Featured Speakers:

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Janet Levaux, MA/MBA, is the moderator of this webcast. She’s covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary’s College of California. She’s also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.

Ryan Detrick, CMT | Chief Market Strategist | Carson Group

Ryan is responsible for advancing Carson Group’s Investment Research team, delivering market insights and expanding the firm’s investment platform, while providing research and guidance for more than 130 Carson partners. Earlier, he spent six years at LPL Financial, most recently serving as its Chief Market Strategist, and more than a decade at Schaeffer’s Investment Research.

Robert E. Miller, CFA | CEO | Frontier Asset Management

Rob co-founded the firm in 2000 in Sheridan, Wyoming. In 2015, the firm became a leading investment manager of downside risk strategies. Rob also serves as a voting member of its investment committee. Rob earned a BA in Economics from Whitman College with a Computer Science minor in 1999. He is a Chartered Financial Analyst® Charterholder and a member of the CFA Institute and the Colorado Society of Security Analysts. In addition, Rob completed the Vistage Executive Leadership Program through Stanford University’s Graduate School of Business.

Zachary Christopher, CFA | Client Portfolio Analyst, Investment Solutions | Hightower Advisors

Zachary Christopher, CFA joined Hightower’s Investment Solutions team in July 2021 and currently serves as a Client Portfolio Analyst, reporting directly to Stephanie Link. In this role, Zachary acts as an extension of Hightower advisor businesses, assessing client investment performance and contributing to various investment committees. He provides investment management resources, strategic counsel and timely market commentary to advisors within the Hightower community.