The Verus quarterly Investment Landscape webinar was held on Thursday, April 25th at 10:00am (PDT).
On our call this quarter, we discussed:
- Surprisingly strong performance in the first quarter as markets recovered almost completely from a tumultuous 2018 Q4.
- The Federal Reserve’s pivot, as we expected, from a rising interest rate narrative to a flat or falling interest rate narrative.
- A brief yield curve inversion in March, and what this might mean for the U.S. economic cycle.
- Recent weakness in economic data and a cloudier outlook for global growth.
You can view the slides or listen to the playback by clicking on the links below.