Join us for a luncheon at The Briar Club.
Topic:
U.S. market outlook for 2024 and beyond
- How the potential Fed easing cycle and election cycle could impact the stock market of the short term and intermediate term.
- Why chronic fiscal deficits, demographics, reshoring, and other secular forces will drive Fed policy, inflation, and markets.
- Applying cycles via a data-driven approach to position portfolios by asset class, styles, and sector.
Speaker:
Ed Clissold, CFA
Chief US Markets Strategist
Ned Davis Research
Ed Clissold and his team are responsible for the firm’s U.S. equity, style, sector and equity theme analysis. They do so via a combination of a top-down analysis of the macroeconomic and fundamental environments and a bottom-up analysis of factors specific to the asset class, market cap, style, sector, or theme. He and his team also provide in-depth macro research on fundamental topics such as earnings, dividends, and cash flow.
Ed writes several U.S. Strategy publications, which provide an intermediate-term outlook on U.S. markets via a combination of top-down and bottom-up analyses. He also writes a quarterly Benchmarks report, which analyzes the attribution of returns across asset classes, sectors, market cap, and styles.
Ed’s market commentary is often quoted in The Wall Street Journal, Barron’s, and other financial publications.
Ed has held a number of other positions since joining the firm in 2002, including Global Equity Strategist, Senior Global Analyst in the Global Asset Allocation group, and Analyst in the Custom Research Services department. Previously, Ed worked at Strong Capital Management and as a Market Strategist at J.C. Bradford & Co.
Ed is a CFA charterholder, a Magna Cum Laude graduate in Economics from Transylvania University, and has earned his Masters in Business Administration in Finance, with distinction, from Indiana University (Kelley).
Garage parking and valet parking is available for all CFA Houston members and guests.
Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected].
Register by clicking on MORE INFORMATION and following the prompts!!!