Skip to main content
Conference Keynote Onsite and Online

PFP2301. Investing Beyond the Cycle: A Guide to the Markets | Preceded by the PFP Distinguished Service Award

In early 2023, markets remain focused on the macro environment, finding comfort in lower inflation but concerned about increased recession risks from tighter monetary and fiscal policy. The Fed has mostly maintained its hawkish messaging, but appears set to pause rate hikes in the first half of the year. For investors, it is also important to look beyond the cycle, as this year’s global reset in valuations presents a much broader menu of investment opportunities than existed a year ago. Using slides from the Guide to the Markets, Dr. David Kelly will shine some light on these issues and their investment implications.

Learning Objectives:

  • Be able to communicate current economic and market trends using Guide to the Market slides.
  • Be able to identify potential opportunities and risks with the domestic and global markets. Session will provide attendees with relevant facts that will assist them with their investment and asset allocation decisions.
  • Have gained an increased knowledge on global markets and the outlook for stock and bond market performance.
CPE Credits
NASBA Field of Study
3-4 years in the Profession
Advanced Preparation
Session Tags