Some important developments occurred in the second quarter of 2023. During the Verus 3rd Quarter 2023 Investment Landscape webinar, we discussed:

  • Slowing inflation in many parts of the world, the trends that have contributed to this, and whether we believe inflation is now coming back under control.

  • The market’s new hope for a U.S. “Goldilocks” scenario of falling inflation, ongoing labor market strength, and no recession.

  • A lack of negative economic effects seen (yet) from the quick rise in interest rates over the past year. When will we see these impacts, and what form might they take?

We invite you to read more on these topics in our full 3rd Quarter 2023 Investment Landscape, or by listening to the webinar recording by accessing the following links: