

CIO Livestream: Response to market volatility
Aug 6, 2024
Join Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities, and Leslie Falconio, Head of Taxable Fixed Income Strategy, as they unpack the recent market selloff and its implications. They explore the challenges of the Federal Reserve amid rising unemployment and discuss how to strategically navigate current volatility. The focus turns to potential opportunities in technology, energy, and industrial stocks, while also addressing the influence of the yen carry trade on asset classes. Stay informed and ready with their expert insights!
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Economic Trends and Federal Reserve Dynamics
02:47 • 8min
Navigating Market Volatility and Investment Opportunities
10:57 • 17min
Yen Carry Trade and Market Volatility
28:26 • 4min
Navigating Portfolio Duration Amid Market Volatility
32:45 • 2min
Navigating Market Volatility and Economic Influences
34:38 • 2min