Here’s what we covered in this month’s webcast:
- Q3 earnings season is well underway, giving us a good view on the underlying health of the economy.
- In the short-term, we expect volatility to remain elevated as the market continues to calibrate the terminal rate in this Fed tightening cycle.
- In the long-term, valuations matter and we’re beginning to identify better values in pockets of the stock and bond markets.
