The Verus quarterly Investment Landscape webinar was held on Wednesday, July 31st at 10:30am (PDT).
On our call this quarter, we discussed:
- Strong risk-asset performance as equities and credit rallied, and longer duration bonds benefited from falling interest rates.
- Evolving central bank guidance, as the Federal Reserve and the ECB shifted course towards easier monetary policies.
- A potential slowdown in the U.S. economy, which may bring domestic growth closer in line with the rest of the developed world.
You can view the slides or listen to the playback by clicking on the links below.