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Client Resource Kits for Investment Themes
2024
10/4/2024Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Third Quarter 2024
10/4/2024Falling Rates Client Resource Kit – Third Quarter 2024
10/3/2024Dividends Client Resource Kit – Third Quarter 2024
10/3/2024Recessions Client Resource Kit – Third Quarter 2024
10/1/2024Rising Rates Client Resource Kit – Third Quarter 2024
10/1/2024Election Client Resource Kit – September 2024
9/30/2024Midterm Election Client Resource Kit – September 2024
9/25/2024Inflation Client Resource Kit – August 2024
7/5/2024Dividends Client Resource Kit – Second Quarter 2024
7/5/2024Midterm Election Client Resource Kit – June 2024
7/5/2024Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Second Quarter 2024
7/5/2024Rising Rates Client Resource Kit – Second Quarter 2024
7/3/2024Election Client Resource Kit – June 2024
7/2/2024Recessions Client Resource Kit – Second Quarter 2024
6/26/2024Inflation Client Resource Kit – May 2024
4/8/2024Dividends Client Resource Kit – First Quarter 2024
4/8/2024Wars Geopolitical Shocks & the Stock Market Client Resource Kit – First Quarter 2024
4/8/2024Midterm Election Client Resource Kit – March 2024
4/4/2024Election Client Resource Kit – March 2024
4/2/2024Rising Rates Client Resource Kit – First Quarter 2024
4/1/2024Recessions Client Resource Kit – First Quarter 2024
3/25/2024Inflation Client Resource Kit - February 2024
2/16/2024Inflation Client Resource Kit – December 2023
1/5/2024Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Fourth Quarter 2023
1/4/2024Dividends Client Resource Kit – Fourth Quarter 2023
1/3/2024Election Client Resource Kit – December 2023
1/2/2024Recessions Client Resource Kit – Fourth Quarter 2023
1/2/2024Inflation Client Resource Kit – November 2023
1/2/2024Rising Rates Client Resource Kit – Fourth Quarter 2023
2023
10/9/2023Election Client Resource Kit – September 2023
10/9/2023Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Third Quarter 2023
10/5/2023Dividends Client Resource Kit – Third Quarter 2023
10/5/2023Rising Rates Client Resource Kit – Third Quarter 2023
10/4/2023Recessions Client Resource Kit – Third Quarter 2023
10/2/2023Inflation Client Resource Kit – August 2023
7/6/2023Rising Rates Client Resource Kit – Second Quarter 2023
7/5/2023Dividends Client Resource Kit – Second Quarter 2023
7/5/2023Election Client Resource Kit – June 2023
7/5/2023Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Second Quarter 2023
7/3/2023Recessions Client Resource Kit – Second Quarter 2023
6/30/2023Inflation Client Resource Kit – May 2023
4/6/2023Wars Geopolitical Shocks & the Stock Market Client Resource Kit – First Quarter 2023
4/6/2023Election Client Resource Kit – March 2023
4/5/2023Recessions Client Resource Kit – First Quarter 2023
4/5/2023Dividends Client Resource Kit – First Quarter 2023
4/4/2023Rising Rates Client Resource Kit – First Quarter 2023
3/24/2023Inflation Client Resource Kit – February 2023
1/6/2023Midterm Election Client Resource Kit – December 2022
1/6/2023Dividends Client Resource Kit – Fourth Quarter 2022
1/5/2023Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Fourth Quarter 2022
1/5/2023Rising Rates Client Resource Kit – Fourth Quarter 2022
1/5/2023Election Client Resource Kit – December 2022
1/4/2023Recessions Client Resource Kit – Fourth Quarter 2022
1/3/2023Inflation Client Resource Kit – Fourth Quarter 2022
2022
10/11/2022Election Client Resource Kit - October 2022
10/6/2022Recessions Client Resource Kit – Third Quarter 2022
10/6/2022Rising Rates Client Resource Kit – Third Quarter 2022
10/5/2022Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Third Quarter 2022
10/4/2022Dividends Client Resource Kit – Third Quarter 2022
10/3/2022Inflation Client Resource Kit – Third Quarter 2022
7/29/2022Election Client Resource Kit - June 2022
7/15/2022Dividends Client Resource Kit – Second Quarter 2022
7/15/2022Inflation Client Resource Kit – Second Quarter 2022
7/15/2022Rising Rates Client Resource Kit – Second Quarter 2022
7/15/2022Wars Geopolitical Shocks & the Stock Market Client Resource Kit – Second Quarter 2022
7/15/2022Midterm Election Client Resource Kit – June 2022

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
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The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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