The Verus quarterly Investment Landscape webinar was held on Wednesday, July 25th at 10:00am (PDT).
On our call this quarter, we discussed:
- Positive surprises in U.S. economic data as the domestic economy continues to outshine other developed markets.
- An update on trade negotiations between the U.S. and its global trading partners.
- Implications of a flatter U.S. yield curve.
- The recent drawdown in emerging market equities and currencies and whether we believe the narrative has truly changed.
You can view the slides or listen to the playback by clicking on the links below.