2025 ETF Midyear Market Outlook: A Market in Suspense – State Street Global Advisors – 6.18.25

Overview:
Title: 2025 ETF Midyear Market Outlook: A Market in Suspense
Date: Wednesday, June 18, 2025
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Investors are in the uncomfortable position of waiting to see what develops with tariffs, fiscal and monetary policy, inflation, and growth.

With so much uncertainty, increased market volatility has created opportunities to better position your portfolios for the rest of the year.

Join experts from State Street Global Advisors to explore three themes for the remainder of 2025:

  1. Position Toward Quality Stocks and Policy Tailwinds
  2. Seek Stability in Rate and Credit Markets
  3. Diversify Differently to Build Resilience

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Michael Arone, CFA Michael Arone, CFA Chief Investment Strategist State Street Global Advisors

Michael is a Managing Director and Chief Investment Strategist for State Street Global Advisors. He is responsible for expanding SSGA’s 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 20 year career as an investment professional, Michael has served as the 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 Bartolini, CFA, CAIA Matthew Bartolini, CFA, CAIA Head of Americas ETF Research State Street Global Advisors

Matthew is a Managing Director at State Street Global Advisors and Head of SPDR Americas Research. 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, 24, 63 licenses.

Allison Bonds Mazza, CIMA, CPWA Allison Bonds Mazza, CIMA, CPWA Head of Intermediary State Street Global Advisors
Allison Bonds Mazza is a Senior Managing Director of State Street Global Advisors, the fourth largest asset manager in the world, and Head of Intermediary Distribution. In this role, Allison is responsible for defining and leading SSGA's distribution strategy, including management of the external, internal and hybrid sales teams, as well as the national accounts and home office research teams, across all intermediary and direct retail channels. She is a member of the SSGA Executive Management Group and the State Street Operating Group.

Prior to her current role, Allison was the Head of Private Wealth Management and Independent Wealth Management, leading the sales and national accounts teams across the wirehouse, regional broker dealer, independent broker dealer, private bank and RIA channels. Previously, she served in a succession of increasingly senior leadership roles, beginning with Private Wealth Regional Director, Western Divisional Director for the Independent Wealth Management Channel and finally Head of the Private Wealth Management Channel. She joined SSGA in 2008 as a Regional Consultant in Southern California.

Before joining State Street Global Advisors, Allison spent eight years with Prudential Investments where she held a number of client-facing positions, most recently Senior Vice President and Western Divisional Sales Manager for PGIM mutual funds and separately managed accounts (SMAs).

Allison is a graduate of Cornell University, where she received a B.S. in marketing. She has earned the Certified Investment Management Analyst (CIMA®) designation as well as the Certified Private Wealth Advisor (CPWA®) designation. Allison is a founding member of the Southern California Chapter of Women in ETFs and maintains her FINRA series 7, 66, 9, 10 and 24 licenses.

For Financial Professional Use Only.

Important Risk Information

Investing involves risk including the risk of loss of principal.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.

Intellectual Property Information: The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

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Exp Date: 6/30/2026