During the Verus 1st Quarter Investment Landscape, we discussed:
- Broad economic strength in Q4 as investors climbed a wall of worry, and why we believe this strength could continue.
- Why were the economists wrong? We will provide our thoughts on the big themes of 2025 that never came to fruition―tariff-fueled inflation, deglobalization, empty store shelves, recession, and so on.
- The balance between continuing AI capital expenditure, corporate efficiency, and immigration changes and what this might mean for productivity during 2026.
We invite you to read more on these topics in our full 1st Quarter Investment Landscape, or by listening to the webinar recording: