Listen in as our Chief Investment Officer delivers detailed analysis of the current market environment, a look back at how the markets reacted to the events of the previous quarter, and expectations for the coming months. In our call this quarter, we will discuss:
- A firming up of the “higher-for-longer” interest rates story, which pushed Treasury yields upward and led to losses for interest rate sensitive bonds.
- Another strong quarter of returns from public equities, broadly driven by loftier price multiples, despite higher rate expectations.
- Our views regarding why we believe the market environment has changed in terms of risks and opportunities on the horizon.
Register now for our Investment Landscape webinar on Monday, April 29 from 10:00-11:00 am (PT). Verus will host an open Q&A session after the presentation.
