October 2018 Investment Planning Knowledge Circle Call

When:  Oct 23, 2018 from 15:00 to 16:00 (ET)
The October Investment Planning Knowledge Circle call will held, next Tuesday, the 23rd at 3 PM ET.

Guest speaker Bryce Coward of Knowledge Leaders will be presenting on the current turmoils in the markets and the outlook going forward.

The general outline for the call will be as follows.

Part 1

  • The bond market has enjoyed a 10-year tailwind from a collapsing term premium. This is probably over and is being driven by three significant trends
  • Investing in an environment of a rising term premium is difficult. There are few equities or fixed income securities that perform well and risk management is difficult.
  • The trade war is having multiple economic impacts on growth and inflation, widening the range of possible outcomes for risky asset prices
  • The current market correction reflects these dynamics. How is the correction progressing, and are we close to a good low?

Part 2

  • On a structural basis, there is reason to be optimistic about the future
  • Corporate investment in innovation continues to power ahead, but is still as misunderstood as ever
  • How can investors benefit from this ongoing trend?

As deputy CIO and Portfolio Manager, Bryce Coward shares selection of developed world securities, fixed income, cash and commodities for the Knowledge Leaders investment products. In addition, Bryce is responsible for stock selection for emerging market equities. Since joining the firm in 2009 as an equity analyst, his contributions have been instrumental in advancing the firm’s investment process, research in intangible capital and the creation of the world’s first indexes to track highly innovative companies, the Knowledge Leaders Indexes. He specializes in the analysis of investments in intangible capital by global Knowledge Leaders. Bryce holds a bachelor’s degree in international business and a Master of Business degree in finance, both from the University of Denver. Bryce is a CFA charterholder.

Location

Online Instructions:
Url: http://fpa.adobeconnect.com/investmentplanning/
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