Upcoming Events

Emerging Markets/International: Catalysts for the next super cycle

Emerging markets are poised for their most robust performance since 2017, driven by a global rotation away from U.S. equities and a weakening dollar. This presentation explores the multifaceted resurgence of EM, focusing on critical forces such as accelerating earnings growth, anticipated rate cuts, enhanced corporate reforms, and the pivotal role of EM companies in the international AI supply chain. With China’s evolving growth strategy and valuations remaining attractive relative to global benchmarks, the current landscape offers a wealth of opportunities for investors. Join us as we welcome Kent Chan and David Morrison , as they uncover how these structural and macroeconomic shifts are shaping the outlook for emerging markets and why select EM companies may be primed for sustained growth as we approach 2026.    To view the Speaker's Bios - click here! Wednesday, April 29th 11:45 - 1:00 pm Wisconsin Club 900 West Wisconsin Club Milwaukee, WI 53233 Register Now!

Join us for Rethinking Stock-Bond Correlation

Baker Vitale, CFA, is a Director within BlackRock's Portfolio Design Consulting Team who engages with investment teams around decision making, portfolio construction, communication and risk management. His investment plans are executed across multiple asset classes as well as alpha, factor and index-based products. Edouard Senechal, CFA, FRM is a Financial Analyst Journal Graham & Dodd award winning contributing author to the paper “Empirical Evidence on the Stock–Bond Correlation.” The paper identified inflation, real rates, and government creditworthiness as the primary drivers of the stock–bond correlation. Join us on May 19th as together they will present a timely discussion on fiscal risk, geopolitical uncertainty, and structurally higher macro volatility implications that asset allocators must build into robust portfolio allocations to address abrupt correlation regime shifts.   To view the Speaker's Bios - click here!     Tuesday, May 19th 11:45 - 1:00 pm   Wisconsin Club 900 West Wisconsin Ave Milwaukee, WI 53233 Register Now