Have markets settled down?
This summer has been anything but dull. Historically, August and September are weaker months for U.S. stock returns, but last week's global market sell-off took investors by surprise with its severity. Since then, we've witnessed a remarkable market recovery.
The latest Perspectives podcast unpacks the recent market swings and explores their implications for our strategies. The discussion also covers the unwinding of the Japanese yen and its ripple effects across global markets, as well as offering insights into what to expect from major central banks in the coming months.
Recorded on August 14th, 2024.
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