Some important developments occurred in the third quarter of 2023. During the Verus 4th Quarter 2023 Investment Landscape webinar, we discussed:

  • A significant jump in longer-term interest rates during the quarter, creating difficulties for diversified portfolios as both risk assets and high-quality fixed income saw meaningful losses.

  • Our updated views on the probability of a U.S. recession, given a surprisingly resilient job market, positive inflation-adjusted wage gains, and moderate consumer spending.

  • Implications of the higher-for-longer rate environment for broader strategic asset allocations.

We invite you to read more on these topics in our full 4th Quarter 2023 Investment Landscape, or by listening to the webinar recording by accessing the following links: