Economic & Market Updates Webinars

Q4 2024 Economic and Market Outlook

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As we approach the final quarter of the year, the focus has shifted from inflation to the nuances of a softening labor market. In our Q4 Investment Webinar the Cerity Partners Investment Office discusses the implications of the Federal Reserve’s easing cycle, the movement toward yield curve normalization, volatile equity market dynamics, and how the upcoming Presidential election could impact the markets. Watch to gain insights into what these developments could mean for your investment strategy in Q4 and beyond.

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Meet the Author

James Lebenthal

Client Advisory

Jim is the firm’s Chief Equity Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios and is a regular contributor on CNBC. Prior to joining Cerity Partners, Jim served as the Chief Executive Officer and Chief Investment Officer of Lebenthal Asset Management LLC, where he […] ...

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Meet the Author

Amy Lange

Client Advisory

Amy is a Partner in the Los Angeles office. She is a member of the Cerity Partners Investment Committee that oversees the firm’s investment philosophy and process. Amy is a CFA and CFP professional. Amy specializes in communicating complex economic and investment concepts to clients in clear, succinct language. Her goal is to help them […] ...

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Meet the Author

Amita Schultes

Client Advisory

Amita is a Partner in the New York office, managing Cerity Partners OCIO client portfolios. She is also a member of the Cerity Partners OCIO Investment Committee. Before joining Cerity Partners, Amita was a Partner and Client Portfolio Manager at Agility, where she also served as a voting member of Agility’s Investment Committee. Prior to […] ...

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James Lebenthal, Amy Lange and Amita Schultes

Q1 2025 Economic and Market Outlook

Tune in to hear the Investment Office’s latest thinking on the economic picture heading into the 2025, an overview of the risks and opportunities in financial markets, and what it all means for your portfolio.

James Lebenthal

Partner & Chief Equity Strategist

January 2025 Economic & Market Outlook

Join Partner and Chief Equity Strategist Jim Lebenthal as he explores the critical questions shaping our outlook for 2025

James Lebenthal, Michelle Soto and Paul Chmielewski

Unpacking the Election Results

Join us for a roundtable discussion about potential changes to the federal estate tax exemption, the impact on markets and investing, income tax rates, and the economy.

James Lebenthal, Amy Lange and Amita Schultes

Q4 2024 Economic and Market Outlook

Tune in to hear the Investment Office’s latest thinking on the economic picture heading into the fourth quarter, an overview of the risks and opportunities in financial markets, and what it all means for your portfolio.

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