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Description
Join Professor Jeremy Siegel as he provides his expert perspective on the current state of the markets and economy. Known for his ability to contextualize today’s financial landscape through a historical lens, Professor Siegel will discuss the key forces shaping stock and bond returns. With markets near all-time highs, he will explore whether the traditional 60/40 portfolio allocation remains relevant or if it requires a re-evaluation in light of inflation, interest rates, and fiscal challenges.
Learning Objectives
• Analyze the major challenges and opportunities in the global markets and economy.
• Understand how equities perform as hedges against inflation.
• Examine historical and current trends in equity and bond markets.
• Evaluate global equity valuations and their implications for future returns.
• Learn how deficits and inflation can impact investment strategies and how to hedge effectively.
• Explore the evolving role of equities in portfolio construction.