During the Verus 2nd Quarter Investment Landscape, we discussed:
- A firming up of the “higher-for-longer” interest rates story, which pushed Treasury yields upward and led to losses for interest rate sensitive bonds.
- Another strong quarter of returns from public equities, broadly driven by loftier price multiples, despite higher rate expectations.
- Our views regarding why we believe the market environment has changed in terms of risks and opportunities on the horizon.
We invite you to read more on these topics in our full 2nd Quarter 2024 Investment Landscape, or by listening to the webinar recording:
