Hear from members of our Investment Committee in Fidelis Capital's latest quarterly Market Outlook Webinar. For ease in navigating to topics of interest, timestamps are included below for each topic discussed.
Recap of Q2 and the first half of the year
0:33 - Economy
3:24 - Fixed Income
5:05 - Federal Reserve
8:14 - Equity Markets
Timely notes of interest
12:06 - U.S. Presidential Election
14:26 - Rising U.S. Deficit
Fidelis Capital’s outlook and positioning for Q3 and the rest of 2024
18:19 - Portfolio Positioning Notes
20:18 - Fixed Income Positioning and TAFI Update
21:51 - Real Estate Update
24:26 - Final Thoughts
