Listen in as our Chief Investment Officer delivers detailed analysis of the current market environment, a look back at how the markets reacted to the events of the previous quarter, and expectations for the coming months.
Our 3rd Quarter Investment Landscape webinar will air live on Monday, July 29, 10:00-11:00 am (PT). Verus will host an open Q&A session following the presentation.
In our call this quarter, we will discuss:
- Consecutive months of weaker U.S. inflation data, and some cracks appearing in the labor market, which suggest a moderation in the rate of economic growth. We will provide our views regarding the increasing chances of a soft landing and what that might mean for interest rates and risk asset performance.
- The seemingly unstoppable upward march of the S&P 500, as valuations move further into elevated territory and dividend yield falls to nearly an all-time historic low.
- Lastly, a regime shift that we believe is occurring across markets. Specifically, that the current pricing and yields offered by U.S. equity relative to U.S. fixed income markets is unusual and is likely to result in a future return environment that is very much different from what was experienced over the past decade.
