Markets dealt well with volatility in early August and got a boost from the Federal Reserve’s dovish message in Jackson Hole at the end of the month. But September is known for seasonal weakness and is kicking off with worries over global growth and a question of whether anticipated monetary easing is enough to sustain gains in bonds and equities. With these challenges in mind, Marija Veitmane, our head of equity strategy, is back on the podcast to discuss optimal asset allocation strategies for the rest of 2024.
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