Join us for the 2024 Annual Financial Market Outlook Panel, a collaboration with Toronto Association for Business and Economics June 5!
Our speakers, Jim Allworth, an Investment Strategist from RBC Dominion Securities, Steve Saldanha, an EMD, Total Fund Management from Ontario Teachers’ Pension Plan, and moderator, Eric Lascelles, Chief Economist from RBC Global Asset Management will drill down on market-specific subjects, such as Chinese & U.S. equities, margins, the outlook for private assets, and the impact of de-globalization on markets.
Co-Hosted By: CFA Society Toronto’s Institutional Asset Management Committee and the Toronto Association for Business and Economics (TABE).
Level: Intermediate/ Advanced
Overview
“What can investors anticipate during these uncertain times?”, has been one of the industry’s main themes over the past three years and often a universal topic of conversation among all degrees of investment stakeholders.
In this session, participants will listen in on discussions that industry executives have with their contemporaries about this question and their views on short-term concerns including: are we heading into recession? Will inflation continue to improve? The skill of central banks to pivot from tightening to easing, and what this means for investors.
Hear what our moderator, Eric Lascelles, the Chief Economist for RBC GAM and two senior panelists, one from the pension world, and one from the individual wealth management world, as they will drill down on market-specific subjects, such as Chinese equities (can they perform more reliably?), U.S. equities (are they transitioning from leader to laggard?), margins (can they continue to rise?), the outlook for private assets, and the impact of de-globalization on markets.
Participants have the chance to engage with the panelists during the session and network with industry peers following the discussions.
Learning Objectives
- Economic insights and recession expectations Interest rate and inflation forecasts
- How might the next cycle and beyond be different than the past
- Investment risk and risk premiums
- Where do the biggest near to medium-term market opportunities lie?
CFA Institute Professional Learning (PL) Credit Information
Eligible for 1 CFA Institute PL credit hour.
Registration details shared via email.