The Verus quarterly Investment Landscape webinar was held on Tuesday, October 31st at 10:00am (PDT).
On our call this quarter, we discussed:
- Continued economic strength and rising sentiment, reflecting a positive environment for risk assets
- Underlying geopolitical tensions that present risks to financial markets, including U.S.-North Korea relations and an independence movement in Catalonia
- The outlook for U.S. monetary tightening, and the market’s skepticism of the Fed’s projected path of interest rate hikes
- Opportunities in emerging market assets, which have historically performed well in periods of strong global growth
View the slides or listen to the recording by clicking on the links below.