State and Local Market

Update and Forecast

Join us for the opening speaker Meera Pandit, CFA. 

Executive Director, Global Market Strategist, J.P. Morgan Asset Management.

Meera will kick off the event with a comprehensive update on state and local markets, offering insights into economic trends and forecasts that will shape 2025.

Out of the Cyclical Storm and into the Policy Fog

Over the past four years, the U.S. and global economy and markets have weathered a myriad of challenges, including the pandemic-induced distortions in manufacturing and services activity, acute supply chain and labor force disruptions due to the pandemic and the war in Ukraine, the resulting global inflation surge, rapid and coordinated central bank policy tightening – and the impacts on real economic growth, labor markets, consumer and producer prices, and earnings growth. Yet, through these cyclical storms, the U.S. economy has maintained an above-average pace of real economic growth and risk assets have delivered strong returns above and beyond those found in cash. As 2024 was ending, these cyclical forces were making their way out of the economy and profits, with normalization in real economic growth, job creation, inflation pressure, and earnings growth – as well as the level of interest rates.

However, the U.S. economy's momentum is downshifting to a more normal pace. While this alone is unlikely to trigger a recession, it does leave the economy more vulnerable to shocks, including those from significant policy changes that might be coming from Washington this coming year. Additionally, the strong market performance of the past two years has left valuations elevated in certain markets – and, importantly, portfolios unbalanced by asset class, sector style, and region. As the cyclical storm passes but the policy fog settles in, the number one action call for investors is to ensure portfolios are rebalanced after a few very abnormal years. 

Come listen and hear Meera share valuable perspectives on the implications for financial advisors in Colorado.

2025 Colorado Economic and Demographic Outlook

Presented by Greg Totten, Economist at the State Demography Office.

Greg will follow with an analysis of Colorado’s evolving demographic and economic landscape, including trends in labor and housing markets.

His presentation will explore how shifts in the state’s population, net migration, and age demographics connect to broader economic changes, giving financial advisors essential insights for the coming year.

In-Person Only – No Virtual Option

Attendees can earn 1 CFP^® CE credit for each session.

FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested no later than noon on Monday before the meeting date. No refunds or transfers will be issued after that date.

Tickets

$39.00 Member Ticket
$49.00 after 12:00 am January 20

$39.00 FPA Members and Partners
$49.00 after 12:00 am January 20

$49.00 Non Members
$59.00 after 12:00 am January 20