2027 Capital Market Outlook

Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program

Gain an overview of the economic and market trends expected to shape investing in 2027. This session examines the outlook for interest rates, inflation, equity and fixed income markets, and discusses practical portfolio considerations to help advisors navigate an evolving investment environment.

Learning Objectives:
Upon completion of this course, participants will be able to:

1. Identify the key economic factors expected to influence markets in 2027.
2. Evaluate the outlook for major asset classes, including equities and fixed income.
3. Apply market expectations to client portfolio and asset allocation discussions.

Meeting sponsors: and