With the Fed moving into a rate cut cycle, investors will be more than likely witnessing allocation shifts in fixed income portfolios. Fed rate cuts will be occurring in a landscape where fixed income yields are at readings that a whole generation of investors have never experienced before. Join this webinar to learn how WisdomTree is working with investors facing this ‘money in motion’ phenomenon, which is occurring against the backdrop of a new rate regime.

Topics to be covered, include:

• Macroeconomic recap and Fed outlook for the remainder of 2024.
• Navigating the road ahead with a strategic barbell approach and fixed income asset allocation spotlight.
• Various ways advisors can leverage WisdomTree’s investment expertise to optimize portfolios.

CFP (live event only), CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.

Sponsored by

Kevin Flanagan

Head of Fixed Income Strategy

WisdomTree

Andrew Okrongly, CFA

Director of Model Portfolios

WisdomTree

Ryan Krystopowicz, CFA

Director of Client Solutions

WisdomTree

 

Important Disclosures

For Financial Professional Use Only.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.

There are risks associated with investing, including possible loss of principal.  

For Financial Advisors: WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, any particular security or any particular strategy. 

WisdomTree Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with the other entities mentioned.