Preparing Portfolios for 2025: Macro Outlook, Bond Strategies and ETF Trends

Approved for 1 CE credit (IWI & CFP)

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As interest rates decline, political landscapes shift, and global uncertainties rise, investors face unique challenges in managing fixed-income portfolios. Meanwhile, the ETF market continues to evolve with innovative products and strategies emerging to meet these challenges.

Join us for an engaging webcast where we'll delve into the latest macroeconomic trends and their impact on bond portfolios as we look ahead to 2025. We'll cover emerging ETF trends and provide strategies to help you navigate this evolving landscape.

Key takeaways include:

• > Key themes from the latest market outlook and actionable investment insights
• > Effective bond portfolio strategies for today's environment
• > How to communicate current market conditions with clients
• > The latest ETF trends and their role in enhancing your investment strategy
• > A live Q&A session to address your specific questions

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Can't attend? Register here for an on-demand recording after the webcast.

Featured Speakers: 

	Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
	John Nersesian | Senior Consultant, Advisor Education | PIMCO Mr. Nersesian is a senior consultant on the advisor education team at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to this role, he was a senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants.
	Sonali Pier | Managing Director, Portfolio Manager | PIMCO Ms. Pier is a managing director and portfolio manager in the Newport Beach office, focusing on multi-sector credit opportunities. She is the lead portfolio manager for diversified income and is a senior member of the leveraged finance team. a senior member of the leveraged finance team. She is a member of the firm’s Americas Portfolio Committee, and previously she has served as a rotating member of the Investment Committee and the Executive Committee.
	Adam Browne | Executive Vice President, Head of ETF Sales, Global Wealth Management| PIMCO Mr. Browne is an executive vice president in the New York office and head of ETF sales within the U.S. global wealth management team. Prior to joining PIMCO in 2021, he was with State Street Global Advisors and the SPDR ETF business for 15 years, most recently as a senior national account manager. He has 23 years of investment experience and holds an undergraduate degree from Northeastern University. He holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations.