Saturday, February 18, 2023
THIS IS AN ARCHIVED PRESENTATION FROM THE ABOVE DATE
TOPIC 1
ARCHIVE MATERIALS
Sowing The Seeds For A New Bull Market
Doug Ramsey will discuss how current trends in the economy shape the backdrop for stock and bond investors. Entering 2023, a majority of professional economic forecasts expected the U.S. economy to fall into recession sometime this year. Are their fears warranted, and if so, to what extent have prices of financial assets already compensated for that possibility?
You will learn…
Doug Ramsey is the Chief Investment Officer of the Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. In addition, he maintains the firm’s proprietary Major Trend Index, a multi-factor model which evaluates the underlying health of the markets, both domestically and globally. He is also the lead writer for The Leuthold Group’s highly regarded institutional research publications. Doug is an accomplished speaker and has presented at a range of engagements, including the Morningstar Investment Conference, CFA societies across the U.S., Minnesota CPA Society, Minneapolis Business Bank, and a variety of Advisor and private client events throughout the country. Additionally, Doug is frequently used as a resource by the financial press, including appearances on CNBC and Bloomberg TV. He has been quoted several times in Barron’s and is often referred to by the leading trade journals for a variety of topics. He is a member of the Charles Dow Award committee, and the Market Technicians Association.
TOPIC 2
ARCHIVE MATERIALS
Brave New World or Dust Off the Old Playbook? What “Works In the Next Cycle
Cameron Dawson will be presenting a broad spectrum of macro forces driving the next cycle’s leadership. She will also discuss how to use inter market and relative analysis to position portfolios for large rotations in leadership, and discuss the question if the last cycle’s laggards (Value, Non-US) can become the new leadership.
You will learn…
Cameron Dawson, CFA is the Chief Investment Officer at NewEdge Wealth. She is in charge of developing NewEdge Wealth’s investment themes, strategies, and market views, while also working closely with the firm’s advisors and clients. Prior to joining NewEdge Wealth, Cameron was the Chief Market Strategist at Fieldpoint Private Securities and a Senior Equity Analyst at Bank of America. Throughout her career, she has developed extensive experience in macroeconomics and implementing forward-thinking investment themes and asset allocation strategies. She is widely known for her differentiated and thoughtful financial commentary and frequently appears on Bloomberg, CNBC, and Fox Business, among many others. Additionally, Cameron is a Chartered Financial Analyst (CFA) and a former board member of the CFA Society of Orlando.