Join the experts at State Street Global Advisors, Potomac, and Stringer Asset Management for an overview of the 2025 outlook and set yourself up for success in the new year.

With numerous question marks heading into the year, 2024 appears to have shown surprising resilience. Has the Fed truly stuck the soft landing? Is AI still in the early innings? Is the labor market back to normal?

Join the experts at State Street Global Advisors, Horizon Investments, and GLOBALT Investments for a wide-ranging webcast that will unpack what investors can expect in the second half of 2024.

Looming rate cuts can provide opportunities, but also present unique challenges. They can increase reinvestment risk and decrease returns. But tight credit spreads don’t necessarily mean poor returns.

Join the experts at State Street Global Advisors and Loomis, Sayles & Company as they unpack an active fixed income strategy built to take advantage of opportunities and thread the complicated needle of this unusual fixed income environment.

Advisors are using sector and industry ETFs to combat concentration risk and position for macro variables.

Join the experts at State Street Global Advisors for a free webcast that unpacks how sector and industry investing can help diversify today’s portfolios.

Fixed income has seen numerous changes recently. First the 60/40 portfolio was dead. Then it was alive and healthier than ever. Rates continue to vex investors. In short, this is a market unlike anything investors have seen in the past 15 years.

Fortunately, there are opportunities for savvy investors. Join the experts at State Street Global Advisors, Market Guard and Clark Capital Management as they unpack the state of the bond market and outline strategies for building a fixed income portfolio that can be durable in 2024 and beyond.

With the Fed’s pause on hikes, investors may be tempted to reposition fixed income portfolios for a lower rate environment - but rates could remain elevated for longer than many think. Get prepared.

Join the professionals at State Street Global Advisors and VettaFi for a webcast that unpacks the ins and outs of fixed income portfolio construction

As investors consider the complicated environment we live in, building a portfolio requires a robust understanding of market sentiment, volatility, styles, and positioning. Strategies centered around sector rotation that put volatility top of mind or asset allocation strategies that have smart, tactical risk management can help advisors construct a portfolio to meet the moment.

Join a panel of experts from State Street Global Advisors, VettaFi, Horizon Investments, and Main Management for an in-depth webcast.

Join the experts at State Street Global Advisors, Confluence Investment Management, Riverfront Investment Group, and VettaFi for a discussion about the state of the markets.

Matthew Bartolini has recently recommended cybersecurity protection, housing and healthcare stocks for Q4 of 2019. He has also commented on the fact that fixed-income ETFs have recorded record inflows for 2019, and has likened investing the context of weakness in the U.S. manufacturing sector to “driving with the check engine light on.” We discuss those calls as well as other key developments in the ETF industry.

Despite record inflows into fixed income ETFs, concerns around the growth of these funds leading to an outsized impact on the fixed income market and the distortion of bond prices are still overblown, according to the data.

This article draws parallels between the blockbuster film ‘Back to the Future’ and portfolio rebalancing—underscoring the importance of timing when rebalancing, why it should be a greater consideration in the due diligence process and how it can influence portfolio performance over time.

To make a quantitative and systematic assessment of how different sectors performed through various business cycles, we used the Conference Board Leading Economic Indicator Index (LEI) to segregate business cycles and evaluated sector performance over multiple business cycles between 1960 and 2018. This provided a good sample size to evaluate sector performance persistency for different cycles.

In spite of its recent track record, value is not dead. It’s just been wounded a few times since the financial crisis, as investors favored growth-oriented segments of the market amidst easy monetary policy.