Holding Out for a Rally | Strategies from Equity Experts

This captivating panel discussion featured renowned experts in the field from Capital Group, Pimco, AllianceBernstein, and, American Century Investments. Guiding the conversation was our own Geoff Keeling, representing RPAG, as the moderator. Join us as we explore the intriguing insights and strategies shared during this session.

• Geoff Keeling, RPAG
• Mark Feeney, AllianceBernstein
• Matt Demarco, Pimco
• Mark Alteri, Capital Group
• Sam Mielnik, American Century Investments

The session addresses the burning question: Where have all the equity returns gone? The year 2022 witnessed a significant decline in the markets following an unprecedented climb in the preceding years. Attendees gained insights from RPAG's top equity managers on their strategies for navigating these challenging times.

• Banking Sector Insights: The discussion kicked off by examining the current state of the banking sector, with a specific focus on Silicon Valley Bank. The panel provided valuable perspectives on recent developments and trends, shedding light on potential implications for investment strategies and retirement plans.

• International Market Performance: Over the past decade, international markets consistently underperformed in comparison to the U.S. However, an interesting shift occurred in the first quarter, with international markets outperforming their U.S. counterparts. This prompted a discussion on the potential opportunities and considerations of incorporating international markets within retirement plan lineups.

• Active Large Cap Growth Managers: The session highlighted a striking observation regarding the underperformance of active large cap growth managers over the past five years. The panel delved into the challenges faced by managers in this category and explored the strategies and factors that enabled them to outperform this trend, offering valuable insights to advisors and investors.

As the markets continue to evolve and present unique challenges, it is crucial for advisors and investors to adapt their investment strategies accordingly. RPAG's top equity managers shared their expertise and strategies for navigating these uncertain times, offering valuable perspectives to help investors make informed decisions.

In the quest for a market rally, RPAG's panel of experts provided thought-provoking insights and strategies to guide investors through these challenging times.

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