The Verus quarterly Investment Landscape conference call was held on Monday, October 24th at 9:00am (PDT). In our call this quarter, we discussed:
- Labor market trends and an increasingly attractive environment for the U.S. consumer
- The approaching U.S. presidential election, and potential market implications
- What inflation and bond yields might mean for U.S. equity valuations
- The rebound in emerging market corporate earnings, and our views on emerging market equities
If you prefer, you can listen to the recording.