The Verus quarterly Investment Landscape webinar was held on Tuesday, October 23rd at 9:30am (PDT).
On our call this quarter, we discussed:
- An increasing U.S. focus on its relationship with China, which now appears to be about more than just trade
- Rising political risks in Europe, highlighted by Italy and the European Union butting heads over Italy’s fiscal spending plans
- A more aggressive Fed in the past year relative to market expectations, and what this means for asset prices
- The current state of emerging market assets and economies, which experienced headwinds in the third quarter
You can view the slides or listen to the playback by clicking on the links below.