Bull market? Bear market? Arguments and portfolio implications – American Century Investments – 5.21.25


Overview:

Title: Bull Market? Bear Market? Arguments and Portfolio Implications
Date: Wednesday, May 21, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

On Demand CE Soon
Under Trump 2.0, policy, economic conditions and market volatility have all increased significantly. Both positive and negative economic and market outcomes are possible. Rich Weiss and Nancy Pilotte guide you through the bullish and bearish scenarios and their implications for your clients’ investment portfolios.

  • Distinguishing between “hard” and “soft” economic data.
  • The impact of tariffs: Are they harbingers of stagflation or catalysts for revitalizing the manufacturing sector?
  • Strategy considerations for portfolios in a world of uncertain outcomes.

Regardless of your perspective, relying solely on hope or fear is not a viable investment strategy — we can assist you in helping your clients find a balanced approach.


Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Rich Weiss Rich Weiss CIO – Multi-Asset Strategies, Sr. Vice President, Sr. Portfolio Manager American Century Investments

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Nancy Pilotte, CAIA Nancy Pilotte, CAIA VP, Sr. Client Portfolio Manager American Century Investments

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For Financial Professional Use Only/Not for distribution to the public.

This information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.

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