With Heightened Volatility in Fixed Income, What Could Go Right? – ALPS Portfolio Solutions and Smith Capital Investors – 2.1.19

Summary:

Now On Demand.

We are very aware of what can go wrong this year and are expecting a volatile year in front of us. An overwhelming bearish sentiment has escalated over the last couple of months. While rooted in a capital preservation mindset, we are asking ourselves “What can go right?”

The Consumer sentiment is strong: lower prices at the pump, full employment and higher wages. The Fed is ‘listening’ to the market and committed to transparent communication around their balance sheet. A modest reprieve in mortgage rates will help stabilize housing. Progress made on trade? Some of the near-term fears abate?

We know it is not going to be like 2018 and we see significant hurdles for the market to overcome in the near future. More importantly, we do not have a massive stimulus to lift us back to a 3% growth, but a few things clicking will keep us very much in the game at a 2% pace of growth which creates new opportunities.

It is easy to lose sight of what could go right…

Please join us for an educational webcast where we will discuss the following:

Agenda:

• Where do the Opportunities Exist in Fixed Income?
• Fed and Central Bank Policy
• Risks
  • Deficits and Debt
  • Consumer Sentiment
  • Corporate Profits
• Q&A

Speakers:

Founder of Smith Capital Investors, Mr. Smith founded the firm in a desire to bring outstanding people together to build a business that focuses on people and investing. He founded the firm on the belief that we are investors first and foremost and seek to be the best. Underlying the pursuit is hard work, dedication, and persistence. The firm centers around three key drivers – investing, people, and culture. Everything we do, say, and pursue will have to pass the test of these key drivers.

Gibson has 27 years of investment experience. He previously served as Chief Investment Officer, Fixed Income, of Janus Capital Management LLC, a position he had held from January 2006 through March 2016. In that position, Gibson was also a member of the Janus Executive Committee and Portfolio Manager of Janus Fixed Income strategies.

As Chief Investment Officer, Gibson was responsible for Janus’ investment process within the firm’s fixed income division and served as Portfolio Manager on most of Janus’ fixed income strategies and funds.

Gibson joined Janus in 2001 after spending the first 10 years of his career at Morgan Stanley in Manhattan and San Francisco.

He is actively engaged with the University of Colorado at Boulder (graduated in 1991 with a degree in Economics). He chairs the Burridge Center at the Leeds School of Business at the University of Colorado, Boulder, sits on the Leeds School of Business Alumni and Friends Board, the University of Colorado Foundation Trustee Board, and the Investment Advisory Committee for the University of Colorado Treasury. He serves as the President of the Board at Country Club of the Rockies and previously served on the Board of Colorado Golf Club.

Gibson has a passion for investment management, leadership, security analysis, economics, the financial markets, and golf.

Jeremy began his career at ALPS in 1996 and has more than 20 years of experience in the ETF industry. He is responsible for research, product development, and consulting services on behalf of the ALPS ETF, Mutual Fund, and Closed-End Fund business segments. His research is focused on satellite and alternative asset classes, including Commodities, Master Limited Partnerships, Private Equity, Global Real Estate and Emerging Markets.

Jeremy has been a featured speaker at dozens of investment conferences and has been published in various publications including the Journal of indexes, Research Magazine and Institutional Investor. Jeremy is a Charted Financial Analyst and a Certified Financial Planner.