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Summary
Recent market volatility and renewed trade tensions have raised fresh concerns for investors, particularly around the high-profile Magnificent 7 stocks. With the S&P 500 facing sharp declines in both year-to-date and especially month-to-date performance, concerns are growing around market resilience and the potential shift into a bear market.
As tariffs resurface and pressure mounts across global markets, are the Magnificent 7 still positioned to lead—or are they now more vulnerable than ever? Join our experts for a timely discussion on the drivers behind the current market selloff, the evolving performance of the S&P 500, how tariffs are factoring into the broader downturn, and what it all means for the Magnificent 7 moving forward.
Topics of discussion will include:
- The macro landscape fueling the market correction
- S&P 500 performance trends
- Tariff developments and their sector-specific effects
- Outlook for the Magnificent 7 stocks
- Signals to watch as volatility continues
- Live Q&A with our panel
Speakers
Howard Silverblatt
S&P Dow Jones Indices
Senior Index Analyst
Howard Silverblatt is Senior Index Analyst, Product Management, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis and commentary of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®.
Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings, the Global Industry Classification Standard (GICS®), and his social media account. Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry.
Howard graduated with a Bachelor of Science in business management from Syracuse University.
S&P Global Market Intelligence
Melissa Otto, CFA
Head of Visible Alpha Research
Melissa is Head of Visible Alpha Research at S&P Global. She focuses on understanding AI applications and the role of the mega-cap technology stocks, while integrating Visible Alpha and CapIQ tools into a broad range of investment research topics, sectors and persona workflows. Prior to joining Visible Alpha, she spent 20+ years as an equity analyst and portfolio manager, investing in global technology and consumer stocks and the Pan-Asia region. In addition to her equity investing career, Melissa worked with engineering teams at data providers and Microsoft Azure building cloud-based solutions to centralize and aggregate critical investment data for investors.
Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder. She is certified in Azure Fundamentals and Agile Project Management and recently completed The Business of AI course at Columbia Business School. She is a frequent media commentator on equities in the US and abroad.
LinkedIn profile: http://linkedin.com/in/melissa-otto-cfa
S&P Global Market Intelligence
Nicholas Ephraim
S&P Global Market Intelligence
Director, Sell-Side Data & Research
Nick is currently an Associate Director on our CIQ Solutions Business Development team, supporting Capital Markets clients in the Americas. Prior to his role within the product organization, he was a Relationship Manager for Investment Management clients. Nick started his career with S&P on the Client Development team supporting strategic accounts. He received his undergraduate degree from SUNY New Paltz and MBA from Baruch College's Zicklin School of Business in NYC.
Questions?
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