Market Analysis and Portfolio Rebalancing Recommendations

- Anastasia Amoroso, iCapital Chief Investment Strategist, 
- Jonathan Miller, Miller Samuel Inc President
- Seth Carpenter, Morgan Stanley Chief Global Economist
- Savi Synth, Raymond James Managing Director, Equity Research

Anastasia Amoroso of iCapital gives an update on markets at near record highs and updates her outlook following the recent rally stating she believes there's a fair bit of economic momentum globally. Miller Samuel's Jonathan Miller reacts to state of the housing market and mortgage rates as Manhattan apartment rents slipped in May. Seth Carpenter of Morgan Stanley reacts to data and shares the impact of impact of global elections on markets saying we're going to see slower growth over 2024 relative to 2023. Savi Synth of Raymond James provides insight on the outlook for airlines and travel going into summer.

See omnystudio.com/listener for privacy information.