(1.5 CE: CFP, CPA, CIMA)
This presentation will provide a 40,000-foot overview of the current macroeconomic environment, including economic growth and employment, current monetary, legislative and fiscal policies, inflation, investor sentiment, interest rates, the earnings outlook, and how this extraordinary array of factors is currently manifesting itself in the global capital markets. More importantly, the presentation will consider what this unique mix of factors may imply about the future.
Presenter:
Robert Phipps | Per Stirling Capital Management
Bob started working in the financial services industry immediately after graduating from Washington and Lee University in 1982. His resume includes over two decades serving as President, Director, Chief Investment Officer or Vice-President of different Registered Investment Advisor and Broker-Dealer firms, and he has served as an institutional portfolio manager since 1998.
He currently serves as a company Director and lead manager for Per Stirling’s SMA Growth Portfolio, and also authors both the Per Stirling Capital Outlook and the monthly market and economic updates, which detail the firm’s macro-economic perspective. In addition, Bob has been regularly quoted in financial media around the world, ranging from Barron’s and The Wall Street Journal to Reuters, Bloomberg, and The US News and World Report.