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Bond Market Update

Nov 10, 2023 10:00 AM Central Standard Time - Nov 10, 2023 11:00 AM Central Standard Time
WebEx ,

The Clift Group at RBC Wealth Management invites you to a presentation: Bond Market Update

Join us for a timely bond market update with Brandon Kunz, SVP U.S. Global Wealth Management with PIMCO

Our detailed discussion will cover:

  • What do higher rates mean for investors
  • Money Markets vs. treasuries vs. bonds
  • Where do rates go from here?

Presented by

Kevin Clift, CIMA®

Managing Director-Financial Advisor

Senior Retirement Plan Consultant

214-775-6453

Guest Speaker

Brandon Kunz, Senior Vice President, PIMCO

Mr. Kunz is a Senior Vice President in U.S. global wealth management and a field account manager. Prior to joining PIMCO in 2023, he worked for Research Affiliates as a partner and head of multi-asset solution distribution. Prior to Research Affiliates, he held roles at Dorchester Capital and the Teacher Retirement System of Texas.

He holds an MBA from the Eller College of Management at the University of Arizona. Date and time Friday, November 10th 10:00 am central


Mid-Year Market Update with Janet Engels, Head of RBC's Portfolio Advisory Group

Jun 15, 2023 10:00 AM Central Daylight Time - Jun 15, 2023 10:30 AM Central Daylight Time
Location To Be Determined

 

The Clift Group at RBC Wealth Management invites you to a presentation:

2023 Mid-Year Update

Join us for a timely market update with Janet Engels, Head of RBC’s Portfolio Advisory Group

 

Our detailed discussion will cover:

  • RBC’s outlook for the second half of 2023
  • Recession Indicators
  • Have we hit peak interest rates?
  • Fed actions and impact on the bond market

 

Presented by

Kevin Clift, CIMA®, CPFA

Managing Director-Financial Advisor

Senior Retirement Plan Consultant

214-775-6453

 

Guest Speaker

Janet Engels, Head of Portfolio Advisory Group –U.S.

 

Janet Engels, a veteran of the securities industry for over 35 years, is head of RBC’s Portfolio Advisory Group – U.S., managing the U.S. Equities, Fixed Income Strategies and Managed Portfolio Solutions teams. In this role, Janet oversees advisory support for RBC Wealth Management – U.S. financial advisors, including investment strategy, portfolio construction and security selection. She also oversees the management of a wide range of discretionary portfolios offered on the Investment Advisory platform. Janet is the chair of the U.S. Investment Committee. Previously, she founded RBC Wealth Management’s Global Portfolio Advisory Committee (GPAC) and served as its co-chair. She received a Bachelor of Science degree in business administration from Bucknell University in Pennsylvania.


Woman and Investments

Spring Market Update

Mar 23, 2023 10:00 AM Central Daylight Time - Mar 24, 2023 10:30 AM Central Daylight Time
Location To Be Determined

Join us for a timely market update with Brian Levitt, Global Market Strategist with Invesco

Our detailed discussion will cover:

  • The Current Market Environment
  • Investor Behavior
  • Navigating Volatility

Presented by

Kevin Clift, CIMA®, CPFA Managing Director-Financial Advisor

Senior Retirement Plan Consultant

214-775-6453

Guest Speaker

Brian Levitt, Global Market Strategist, Invesco

Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights. He is the co-host of Invesco’s “Greater Possibilities” podcast. Mr. Levitt has been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.

Mr. Levitt earned a BA degree in economics from the University of Michigan and an MBA with honors in finance and international business from Fordham University.