During the Verus 2nd Quarter Investment Landscape, we discussed:
• An aggressive opening gambit by the Trump administration regarding trade negotiations, the rapidly escalating trade war with China, and how it may change the global economy.
• The historically sudden market selloff in April―a reflection of large price discounts due to falling growth expectations and future uncertainty.
• A widening gap between how households and businesses feel about the economy, and actual economic data, and our thoughts around how souring sentiment might begin to impact the underlying economy.
We invite you to read more on these topics in our full 2nd Quarter Investment Landscape, or by listening to the webinar recording:
