Join us for this exclusive webinar, which will delve into credit market opportunities as investors grapple with the 60/40 portfolio conundrum entering 2024. Higher probabilities of a “soft landing” loved by market participants at the end of last year, with global equity and fixed income asset classes in retreat the good news is delivered in dramatic fashion. What can investors expect now and how can they optimize their allocations going forward?

At this event, we will explore the booming opportunities in variable rate credit investments and cover:

• Actual return potential for liquid corporate loans, bonds and structured credit investments
• Features that make variable rate credit markets attractive, even in the face of rate cuts
• Our take on the default figure and what the “price” is for current valuations
• The differences with private credit strategies and how the liquid and private markets work together
• The roles that variable rate credit strategies can play within client portfolios

CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Produced by

Sponsored by

Anthony Rochte
Managing Director, Global Head of Exchange Traded Funds
Morgan Stanley Investment Management

Ralph Hinckley, CFA
Managing Director, Portfolio Manager and Senior Credit Analyst
Eaton Vance

Christopher Remington
Managing Director, Institutional Portfolio Manager
Eaton Vance

David Armstrong – Host
Director of Editorial Strategy and Operations for the Wealth Management Group
WealthManagement.com