Investment Trends & Insights for Credit Unions

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Date

December 15, 2022

Time

02:00 PM - 03:00 PM

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We are quickly approaching the end of what has been a tumultuous year for financial markets. Both economic and monetary policy uncertainty remain high, and the Fed just moved forward with a fourth consecutive 75-basis-point rate hike its Nov. 2 FOMC meeting. This marks 375 basis points of rate hikes in fewer than four months, with more presumably to come. However, the committee did open the door for a slowdown in the pace of future rate hikes. Although not completely unexpected, chair Powell made it clear that a pause in rate hikes is not under consideration at this point.

This webinar will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio. Experts from ALM First, investment advisor for Trust for Credit Unions, and Callahan Financial Services, distributor of Trust for Credit Unions, will share key insights on the latest market news and an analysis of the most recent industry data to help you assess the current landscape.

Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Jay Johnson, president, Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends based on 3Q 2022 Performance Data for all U.S. Credit Unions.

Webinar attendees will learn:

  • How to go beyond the headlines when assessing the current economic and market landscape
  • What 3Q 2022 industry data shows us about credit union investment trends
  • Why hundreds of credit unions have turned to TCU and how a new Enhanced Income Portfolio can help support talent management & community impact

Haley and Johnson will discuss the overall market and economic outlook, current investment trends for the industry, and the latest performance data for the Trust for Credit Unions Portfolios to assist cooperatives as they consider their investment options.

RELATED RESOURCE: TCU Daily Market Commentary

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