During the Verus 3rd Quarter Investment Landscape, we discussed:
- 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.
We invite you to read more on these topics in our full 3rd Quarter Investment Landscape, or by listening to the webinar recording:
