Investing Insights: Macro and Markets

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Start time:
July 24, 2024 10:00 AM PT
Duration:
45 minutes
Location:
Online
Contact:
Chad Poggioli, Moss Adams, 858-627-5503
Cost to attend:
Complimentary

Despite negative sentiment from both consumers and investors, many indicators suggest a healthy but moderating economy that could make long-awaited rate cuts more likely as a preemptive move. Can the Federal Reserve still cut with markets at all-time highs?

Join us for our quarterly webcast, Investing Insights: Macro and Markets, for a discussion of investment considerations to make the most of the current environment as well as market trends. We’ll explore potential opportunities and answer the following questions:

  • What’s behind stock highs and bond rallies?
  • Are we on a countdown to rate cuts?
  • What's causing the negative perception of the economy despite positive indicators?
  • What’s new in the inflation debate?
  • What opportunities are we most excited about?
  • How can private investments serve as a means of diversification in a portfolio?
Register

Speakers

Michelle Walker, CFA, Director and Chief Investment Officer, Moss Adams

Michelle has worked in the financial services industry since 1993 and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence. As chief investment officer, Michelle leads our Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She’s primarily responsible for aligning investment research and analysis to serve the needs of clients.

Dominic Cellitti, CFP, Senior Manager, Moss Adams

Dominic has provided financial planning solutions and investment advice to his clients since 2013. Primarily serving closely held businesses, executives, and families, he helps them prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management. Dominic also focuses on the wealth aspects of estate planning, including multigenerational planning, gifting, and charitable giving strategies.

Registration Form

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