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May 8, 2024
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In the following four-minute video, Jyotsana Wadera, Senior Client Portfolio Manager with Putnam Investments, reflects on the evolving market land scape, highlighting several factors contributing to a positive outlook for U.S. equities....
In this three-minute video, Jack Manley of J.P. Morgan Asset Management, shares a cautiously optimistic U.S. market outlook, highlighting strong consumer momentum, fiscal stimulus, and underappreciated upside potential amid policy uncertainty....
In this two-minute video, Leonie MacCaan of Irish Life Investment Managers shares a cautiously optimistic U.S. market outlook, highlighting strong earnings, easing tariffs, and key risks to consider....
In the following three-minute video, David Ragan of Mawer Investment Management shares insights on interest rates, AI infrastructure, and global opportunities in a dynamic investment landscape....
In his Q3 2025 update, Paul Punzo provides his take on equity markets, the economy, and current portfolio positioning for IPC Private Wealth. With a cautious but constructive outlook, Paul is emphasizing quality, earnings resilience, and macro signal...
In this client-friendly video, Blair Setford, Canada Life Investment Management Ltd.’s AVP of Product Management, discusses how global markets surged in Q3 amid rate cuts and strong earnings....