2024 Midyear ETF Market Outlook: Resilience Under Pressure – 6.12.24 – SSGA

Summary:

Now On Demand

While investors were obsessing about the timing and number of Fed rate cuts this year, the economy surprised and stuck the long-anticipated soft landing. But with early gains likely in the rearview mirror, risks are now skewed to the downside.

Join experts from State Street Global Advisors as they explore these three strategies for the second half of 2024:

• Diversify Beyond Mega-cap Stocks
• Optimize Income with Short-term Core and Credit
• Position for Macro Volatility with Real Assets

Speakers:

Michael is the Chief Investment Strategist for the SPDR^® Americas Business at State Street Global Advisors. He is responsible for expanding State Street Global Advisors’ footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm’s Senior Leadership Team.

During his more than 20-year career as an investment professional, Michael has served as State Street Global Advisors’ Global and EMEA Head of Portfolio Strategy as well as a senior portfolio manager in the Global Active Quantitative Equity Group. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines. Michael has worked extensively with the firm’s global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals.

Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.

Matthew is the Head of SPDR Americas Research at State Street Global Advisors. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.

Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7 and 63 licenses.

Allison is a Senior Managing Director and Head of Intermediary for the America’s Wealth business at State Street Global Advisors. In this role, Allison is responsible for defining and leading SSGA’s distribution strategy, including management of the external, hybrid and internal sales teams, as well as the national accounts and home office research teams, across intermediary channels. She is a member of the SSGA Executive Management Group, the SSGA Senior Leadership Team, and the US SPDR Senior Leadership Team.

Allison is a graduate of Cornell University, where she received a B.S. in Marketing. She is a member of the Investment Management Consultants Association and maintains the Certified Investment Management Analyst (CIMA) designation from The Wharton School, University of Pennsylvania. She also holds the Certified Private Wealth Advisor (CPWA) designation from The Booth School of Business, University of Chicago. She maintains her FINRA series 7, 66, 9, 10, and 24 licenses.