Yard Sale Season, Quarterly Market Outlook, and Podcast Promotion

Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to discuss the late September rise in market volatility and their outlook for the fourth quarter of 2023 and beyond. They discuss how the current environment is affecting different asset classes and unpack their monetary policy expectations for the next 12 to 18 months. Finally, the strategists discuss bright spots in the global economy and their latest thinking on portfolio positioning.