Now that the Fed has made its widely anticipated cut and equities remain at high valuations, what strategic opportunities should investors be thinking about?
Join members of our Investment Committe to get clear, timely insights to your most frequently asked questions in our Q4 Market Outlook Webinar, now available through the link below. Use the following timestamps to easily navigate topics of interest.
Q3 Recap
0:41 - Equities
2:44 - Fixed Income
5:14 - Economy: GDP Growth, Inflation, Jobs & Consumer Balance Sheets
Interest Rate Outlook After the September Cut
9:37 - Market Expectations vs. The Fed’s Dual Mandate
11:49 - What Does This Mean in the Near Term?
What to Make of High Equity Valuations
13:01 - Reviewing Recent History
14:20 - What the Data Tells Us About the Current Environment
15:48 - Neale’s Two Takeaways
Fidelis Capital’s Portfolio Positioning
16:33 - Overview & DODGE
17:32 - Deleverage
18:37 - Optimize Portfolios
20:07 - Diversify
21:13 - Get in the Game
23:00 - Execute Planning Strategies
23:59 - Final Thoughts
