Join us as we put performance in perspective with an exclusive look at the ARC Wealth Indices' latest results, reflecting the outcomes of over 500,000 private client investment portfolios.

Topics will include:

  • How the Q3 market environment—from the AI rotation and energy surge in July to the bond sell-off in September—shaped performance across risk profiles and currencies
  • The key drivers of performance differences within the peer group, including the divergence between higher- and lower-risk strategies
  • Rising sovereign yields and what the post-2007 high in U.S. Treasury rates may mean for fixed income allocations in discretionary portfolios
  • A review of domestic versus international exposure in private client portfolios, based on our community survey

Featured Speakers

Euan Smith, S&P Dow Jones Indices

Quantitative Analyst, Index Investment Strategy

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Daniel Hurdley, S&P Dow Jones Indices

Managing Director, ARC Research

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Please click here to view all speakers

 

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