CFA UK and The Macro Institute pathway: How to invest around the business cycle (2 of 3)

Wednesday 28 January 2026 | 13:00 - 13:50 | Webinar

 Building on the foundations laid in the first webinar Macro forecasting 101 (14 January 2026), this second webinar in the series equips investment professionals with the tools to translate macroeconomic insights into actionable investment strategies. 

Delegates will learn how to identify inflection points in the business cycle using key data relationships, and how to align sector exposures and factor tilts with each phase of the cycle. From early expansion to late contraction, delegates will explore which areas of the market tend to outperform—and why. 

What you'll learn: 
- Recognizing turning points in the business cycle using macro data. 
- Sector rotation strategies aligned with economic phases. 
- Factor exposures that typically lead in each cycle stage. 

Who should attend: 
This session is ideal for portfolio managers, analysts, and strategists looking to sharpen their macro-driven investment approach and stay ahead of market shifts. 

You can also book on to the other thee events in the series:
- 14 January 2026 -  Macro forecasting 101 (1 of 3) 
- 11 February 2026 - How to master stock selection (3 of 3) 

Registration: 12:55
Event: 13:00 - 14:00

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