During the Verus 3rd Quarter Investment Landscape, we discussed:
• Increasing evidence that changing U.S. trade policy is not leading to the widespread damage many investors had feared.
• The fairly dramatic drop in U.S. dollar value, and implications this might have for the economy and for portfolios.
• A mid-year update regarding our views on the market narrative: is upside economic surprise, higher interest rates for longer, and ongoing stubbornly high inflation still what we believe investors should expect?
We invite you to read more on these topics in our full 3rd Quarter Investment Landscape, or by listening to the webinar recording:
