During the Verus 1st Quarter 2024 Investment Landscape webinar, we discussed:
- A relatively positive string of U.S. economic data and signs that inflation may fall closer to the Federal Reserve’s 2% target sooner than originally thought.
- An abrupt change in Federal Reserve communication regarding interest rate cuts, which has contributed to sharply lower bond yields, higher equity valuations, and surprisingly tight credit spreads.
- Our key themes for 2024 regarding what we believe will move markets and some of the challenges ahead.
We invite you to read more on these topics in our full 1st Quarter 2024 Investment Landscape, or by listening to the webinar recording by accessing the following links: