Virtual Meeting - 2021 Market Outlook

May 11, 2021 (Tuesday) -- 11:00 am to 12:15 pm (Hawaii)

Topic:      2021 Market Outlook

Returns have rebounded in markets. Looking forward, Mr. Spicer will discuss the reasons for the market’s rebound, his views on what to expect going forward, and whether investors should position for a correction in the coming quarters.  He will address:  How asset classes have performed throughout the COVID-19 pandemc.  Whether economic fundamentals have actually changed.  If equities are now attractive versus credit.  An overview of inflation, interest rates, and other economic factors in the US and abroad.  How various asset classes typically behave within each economic regime: growth, inflation, stagflation, and weak growth.  How the COVID-19 vaccine rollout could impact markets. 

Accepted for -1- CFP® CE Credit  (Program id:  291540)

Speaker:  Thomas D. Spcier, CFA - Managing Director & Portofolio Advisor, Wellington Management

Mr. Spicer works closely with portfolio managers as well as the firm's macroanalysts asset allocation strategists that spans domestic and international equities and fixed income.  Prior to joining the firm, he was with Independence Investments LLC where he focused on portfolio constructions, risk management, and client service across a number of asset classes.