Apr 15, 11:30 AM - 01:00 PM (CT)
Topic
Reading the Tea Leaves for 2026: Will Wall Street Swoon as Main Street Booms?
Presentation Summary
U.S. economic growth may be heating up as 2025's fiscal and monetary policy stimulus helps spark recovery on Main Street, but Wall Street may not react as positively to recovery as is commonly believed. In this session, Gina Martin Adams, Chief Market Strategist for HB Wealth, will review the macroeconomic, fundamental and technical signals in HB Wealth's proprietary framework for analyzing financial markets. The discussion will include a review of lessons learned from past US innovation cycles, as well as the current state of style, sector, capitalization and geographic rotation in global equities.
Speaker
Gina Martin Adams, CFA, CMT Chief Market Strategist HB Wealth Gina Martin Adams, CFA, CMT, is the Chief Market Strategist for HB Wealth, a national independent wealth management firm providing fiduciary, fee-only wealth advisory, investment management, and family office services. With a top-down perspective, Gina leverages fundamental, technical and quantitative perspectives to inform investment decisions, advance proprietary research, and develop new investment products, while enhancing client experience through thought leadership and education. She is a voting member of the firm’s investment committee and shareholder of the firm.
Prior to joining HB Wealth, Gina was the Global Head of Equity Strategy and Chief Equity Strategist for Bloomberg Intelligence, where she built portfolio strategies that feed Bloomberg indices and are licensed as ETFs, and led a team of global strategists. Prior to that, she was the head of U.S. Equity Strategy for Wells Fargo Securities, an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.
Mrs. Adams has a Bachelor of Science degree in Business Administration from the University of Florida. She holds the CFA and CMT designations, is a member of the CFA Institute, and is on the Board of Directors for the CMT Association. She serves on the Business Advisory Council for the Warrington College of Business at the University of Florida. She is also a member of the Financial Women’s Association and 100 Women in Finance. Gina resides in New Jersey with her husband, two daughters, and two dogs, and is an avid runner, reader and yoga enthusiast.
This presentation is valid for 1.0 PL credits.
Valet parking is covered by CFA Houston.
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Houston, TX, United States