WEBCASTS

How Advisors Should Approach the Second Half of 2024

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.

July 17, 2024

11am PT | 2pm ET

1 CE Credit

SUMMARY

Topics covered will include:

A look back at the first half of the year
How investors should approach the second half of the year
An overview of the biggest and most resonate stories in the world of investing

This program has been approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, and the American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Matthew Bartolini, CFA, CAIA

Head of SPDR® Americas Research
State Street Global Advisors

Zachary Hill, CFA

Head of Portfolio Management
Horizon Investments

Keith Buchanan

Senior Portfolio Manager
GLOBALT Investments

Todd Rosenbluth

Head of Research
VettaFi

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Important Disclosures

For Investment Professional Use Only.

Important Risk Information
Investing involves risk including the risk of loss of principal.

This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

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