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Jan 14

1-14-25 - Out of the Cyclical Storm and into the Policy Fog

As we move into 2025, investors remain focused on where the economy and markets are headed. A new agenda in Washington is set to shape the economic landscape following a strong 2024. Across markets, equity valuations remain elevated while bond yields have moved higher in response to proposed policies. Using slides from the Guide to the Markets, Gabriela Santos will shine some light on these issues and their investment implications.

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About the Speaker:

Gabriela D. Santos, Managing Director, is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. In this role, Gabriela provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the Americas. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide to China and Guide to the Markets – Latin America, amongst other publications.


Gabriela is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press.


Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank, stationed in Singapore, Switzerland and Mexico. She held various roles including banker, structured products trader and business manager.


Gabriela graduated summa cum laude from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science and Economics, as well as French. She is fluent in English, Portuguese, Spanish and French.


*This topic has been approved by the CFP Board for 1.0 hour of CE credit.

San Francisco Italian Athletic Club
1630 Stockton Street, San Francisco, CA 94133
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Jan 14, 2025 03:00pm - Jan 14, 2025 04:30pm

$0.00 - $80.00