In this timely discussion, members of the Investment Committee analyze November market volatility, debating whether recent swings signal deeper risks or are simply part of the market’s normal cycle.
Partner Michael Sellers and Head of Fixed Income Chris Gunster, CFA, walk through the key indicators we’re watching right now, including credit spreads, earnings, labor market trends, inflation and more.
They explain how each one feeds into our view of risk and helps shape our portfolio decisions. And importantly, they share how we’re positioned to act if market dislocation creates opportunity.
Take 10 minutes to learn our view on markets heading into the last month of 2025. Viewers will gain insight into how experts interpret market signals and plan for both episodic volatility and potential structural changes. Posted November 25, 2025.
