With the fixed-income market pricing for multiple rate cuts in 2019, many credit unions are asking questions about their investment portfolios. 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 Jason Haley, managing director of ALM First’s Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on second quarter 2019 performance data for all U.S. credit unions.
Haley and Taft 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.