Q3.25 Webinar скачать в хорошем качестве

Q3.25 Webinar

Join our investment team for an in-depth discussion of the third quarter markets and our outlook heading into Q4. Hosted by Michelle Nowfel, Head of Distribution, this roundtable features insights from: Sweta Singh and Chris Ryon, Co-Portfolio Managers for Fixed Income Rob McDonald and Connor Brown, Domestic Equity Portfolio Managers Vin Walden, Global Portfolio Manager Topics covered include: The Fed’s recent rate cuts and shifting policy stance Labor market softening and implications for growth Trends in the municipal, treasury, and investment-grade credit markets The government shutdown’s market impact Global equity perspectives — including concerns around the AI-driven rally and comparisons to past market bubbles Whether you’re a professional investor or just market-curious, this quarterly discussion offers perspective on what’s driving today’s markets and how our team is positioning across asset classes. 📈 Chapters: 0:00 – Welcome & introductions 0:45 – Q3 fixed income recap 3:30 – Fed policy & rate outlook 7:00 – Muni, treasury, and credit market updates 10:25 – Q4 fixed income positioning 11:15 – Global equity commentary and AI bubble discussion Learn more and read our latest market essays at citydifferentinvestments.com #Investing #Markets #FixedIncome #Equities #Fed #InterestRates #AI #InvestmentStrategy #CityDifferentInvestments