Macro Market Update

Paul Schaeffer, Jim Welsh
From the U.S. presidential election to the fiscal cliff, there is no lack of macro events for today’s markets to navigate.

Join us for an informative discussion with Forward portfolio manager, Jim Welsh as he assesses the macro market landscape and helps us better understand the forces that could drive market trends as we head into 2013.
Sep 27 2012
34 mins
Macro Market Update
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  • Commodities Update with Nathan Rowader Apr 16 2014 8:15 pm UTC 30 mins
    Please join us for an informative webcast featuring Forward Director of Investments & Senior Market Strategist Nathan Rowader. Nathan will discuss the current state of the commodities market and his future outlook. He will also review the Forward Commodity Long/Short Strategy Fund’s Q1 performance.
  • The Quarterly Macro Market Update Recorded: Apr 8 2014 45 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.
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    •Frontier markets, the next wave of global development
    •Strategies for risk avoidance
  • The Quarterly Macro Market Update Recorded: Jan 29 2014 41 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward portfolio manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.
  • New Durable Income Strategies Recorded: Nov 12 2013 45 mins
    Forward has searched the globe for income opportunities that address today’s challenges – and our newest strategies aim to achieve durable yields for investors while also minimizing risk and volatility.

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  • Macro Market Update Recorded: Oct 31 2013 45 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward portfolio manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.

    This quarter, we will discuss the following topics:

    • Is U.S. GDP growth driving up the stock market or is it P/E expansion?
    • A lot of economists point to a synchronized global recovery for Emerging Markets. Have they hit bottom? Is it time to buy?
  • The Quarterly Macro Market Update Recorded: Jul 10 2013 43 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.

    This quarter, we will discuss the following topics:

    Outlook for QE3 and tapering by the Federal Reserve

    Will the “Abenomics” recovery come at the expense of other countries?

    If investors are misguided about how soon the Fed will adjust QE3, how might bonds and stocks respond?
  • Seven Mistakes Dividend Investors Commonly Make and How to Avoid Them Recorded: Jun 4 2013 36 mins
    At a time when fixed-income yields are near historical lows, investors are looking to dividends as an alternative income source. But as straightforward as dividend investing may appear, mistaken assumptions and misperceptions can undercut both income and total return potential.

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  • The 5% Problem: Double Jeopardy for Traditional Bond Investors Recorded: Apr 16 2013 30 mins
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    •Where might opportunities exist in this new environment?
  • The Quarterly Macro Market Update Recorded: Apr 10 2013 37 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.

    This quarter, we will discuss the following topics:
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  • Forward, The new direction of investing Recorded: Mar 1 2013 2 mins
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    Commercial real estate markets appear to be entering an extended cycle of recovery. Institutions and private equity funds are taking note as they ratchet up their real estate commitments. Please join an informative and entertaining webcast with Forward’s Real Estate team to learn more about what’s behind this powerful new cycle.
  • Emerging Markets Outlook for 2013 Recorded: Feb 13 2013 56 mins
    Emerging markets have truly evolved, with the four major countries that became synonymous with emerging markets — Brazil, Russia, India and China — facing slower growth and some of the hiccups of development. Now, many smaller countries not top of mind with investors are exhibiting some of the growth expected of emerging markets.

    So, what exactly are emerging markets now and how should investors allocate their money to these markets? Where within this universe are the best opportunities, given that some of these smaller markets like Turkey and Thailand have logged double-digit gains in 2012 while Brazilian and Chinese names have lagged? And what about bonds? Where is the opportunity? Corporate debt? Local-denominated bonds?

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    * Bruce Brewington, PM, Forward Management, LLC
    * Rob Lutts, CIO, Cabot Money Management
    * Robert J. Luna, CEO, Surevest Capital Management
  • Widening the Search for Income: The Potential and the Pitfalls Recorded: Jan 29 2013 43 mins
    While many traditional income strategies are falling short of investors’ needs, the global investment landscape holds an expanding array of income-generating strategies. How can investors navigate the risks and opportunities they present?

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  • Quarterly Income Builder Update Recorded: Jan 16 2013 8 mins
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    • Performance and allocation summary
  • Quarterly Allocation Funds update Recorded: Jan 16 2013 9 mins
    Nathan Rowader, Forward’s Director of Investments & Sr. Market Strategist, presents a fourth quarter review of the enhanced Forward Global Asset Allocation Series and Forward Income Builder Fund.
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    •The current state of traditional asset allocation funds and income sources
    •Growth opportunities in the current market
    •Performance and allocation summary
  • The Quarterly Macro Market Update Recorded: Jan 10 2013 40 mins
    We live in changing times and there is no lack of macro events for today’s markets to navigate. Join us for an informative discussion with Jim Welsh, Forward Portfolio Manager, as he assesses the macro market landscape and helps us better understand the forces that could drive market trends.
  • What’s Next for Alts? What Your Clients Need to Know Recorded: Dec 18 2012 32 mins
    Alternative strategies are capturing a growing share of fund flows, yet they remain a source of controversy and confusion--especially in periods when stocks are performing well. Many investors are unclear on what "alternative" means, let alone why they may want to consider alternative investments for their portfolios. This interactive session is designed to give advisors input that may help frame the conversation:

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  • Emerging Markets Investing: Mega Trends and Opportunities in Asia-Pacific Recorded: Nov 28 2012 53 mins
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    Join us for a lively session on the evolution that is
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The New Direction Of Investing
The world has changed, leading investors to seek new strategies that better fit an evolving global climate. Forward's investment solutions are built around the outcomes we believe investors need to be pursuing – non-correlated return, investment income, global exposure and diversification. With a propensity for unbounded thinking, we focus especially on developing innovative alternative strategies that may help investors build all-weather portfolios. An independent, privately held firm founded in 1998, Forward (Forward Management, LLC) is the advisor to the Forward Funds. As of March 31, 2014, we manage $5.2 billion in a diverse product set offered to individual investors, financial advisors and institutions.

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  • Title: Macro Market Update
  • Live at: Sep 27 2012 8:15 pm
  • Presented by: Paul Schaeffer, Jim Welsh
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