outlook
2025 Midyear Outlook
Thursday, June 26, 2025 11 AM PT | 2 PM ET

1 hour CE credit for CFP and CIMA*

 


With global markets in flux — buffeted by tariffs and slowing economic growth — 2025 could be a turning point for investors. Join portfolio managers Martin Jacobs and John Queen as they cut through the noise and address the big questions: 

  • How are global markets evolving? 
  • Is it time to shift into defensive stocks? 
  • Can bonds help restore balance?


John Queen is a fixed income portfolio manager with 35 years of investment industry experience (as of 12/31/2024). He holds a bachelor's degree in industrial management from Purdue.

Martin Jacobs is an equity portfolio manager with 37 years of investment industry experience (as of 12/31/2024). He holds an MBA from Wharton and a bachelor's degree from the University of Southern California. Martin is a CFA charterholder and a member of the CFA Institute.

Will McKenna is a content director at Capital Group and a frequent host of Capital Ideas and PracticeLab webinars and podcasts. He has 29 years of investment industry experience (as of 12/31/2024). He holds a bachelor’s degree from Princeton.


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Featuring
John Queen
Fixed Income Portfolio Manager
Martin Jacobs
Equity Portfolio Manager
Will McKenna
Content Director

*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

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