2025 is about to hit halftime. Investors have had to navigate numerous challenges in the first two quarters of the year. Uncertainty remains an extremely real threat to portfolios everywhere. The advisors who will find success in the second half of the year will be the ones most prepared. Accordingly, TMX VettaFi has gathered industry experts and thought leaders for the Midyear Market Outlook Symposium, happening tomorrow at 11 a.m. ET.
“In the first half of the year, the Fed has been on hold, and the U.S. stock market lagged behind much of the rest of the world,” said VettaFi's Head of Research Todd Rosenbluth. “Many advisors wonder whether this will persist in the second half, and want to hear from asset management experts. Thankfully we will have them from leading firms at the symposium.”
Fleetwood Macro
The agenda opens up with an investigation of the macro environment and what the implications of that environment are for bond investors. The Fed has been taking a wait-and-see approach in an attempt to explore the broader impacts of geopolitical shifts. However, investors can take action and set their fixed income portfolios up for success today. Pimco’s Ken Chambers and Invesco’s Justin Danfield will be on hand to help advisors sort the opportunities.
Conductor Says 'All Abroad' as We Depart the Midyear
With domestic uncertainty on the rise, investors are looking globally for opportunities. International equities are outperforming domestic ones in 2025. But will this continue in the second half? Attendees will hear from WisdomTree’s Jeremy Schwartz and Wasatch Global Investors’ David Powers.
Your Portfolio Needs a Theme Song
Robert Bush from Xtrackers by DWS and Christian Magoon from Amplify ETFs will lead a can’t-miss deep dive into thematic ETFs. Megacaps have been in the driver’s seat in the past few years, but 2025 could be a comeback for them. Understanding where the alpha opportunities reside will be critical for investors.
Take Active Measures in the Midyear
Active management has been having a moment this year. Active equity strategies are drawing increased investor attention. Accordingly, First Eagle Investments’ Matt McLennan and Goldman Sachs Asset Management’s Marissa Ansell will be on hand to help investors learn how active strategies can enhance equity allocations and navigate the uncertainty of 2025.
