Webinar: Asset Rotations Over the Cycle

Featuring: Dr. Kevin G. Spellman, CFA (aka “Coach”), Professor of Practice, David O. Nicholas Director of Investment Management, Lubar College of Business. Also featuring
Guest Economists and Strategists.

Learn how the economy and financial markets are intrinsically connected in this four-part webinar series as we discuss today’s environment. We begin with a review of the cycle and of what specific parts of the market say about the upcoming economy. Then, we take a dive and look at current US government finances and monetary policy. Moving on, we analyze the dollar, trade, and commodities. We end our discussion by analyzing current returns and how different assets (stocks, bonds, sectors, etc.) rotate over the cycle.

Registration Required