The Verus quarterly Investment Landscape conference call was held on Friday, January 27th at 10:00am (PST). In our call this quarter, we discussed:
- A rosier outlook for U.S. economic growth, as suggested by improving business and consumer confidence
- Rising inflation and inflation expectations around the globe
- Impacts of the U.S. presidential election on capital markets, and why this shifts our expectations for domestic equities
- A stronger U.S. dollar, which continues to negatively impact portfolios with unhedged currency exposure
If you prefer, you can listen to the playback, or view the slides by clicking on the links below.