3Q 2024 Market Recap

In this webinar, David Romhilt, CIO, recaps third quarter market performance. David reviews key events for the quarter including a broadening of market performance and change in equity leadership. He then shares our economic outlook including Corporate Earnings, Interest Rates, Inflation, and Labor Markets. David also discusses portfolio strategy as we head towards the election, whether China is a trade or investment, and our concerns about US power markets and the impact of increases in power demand.

Recording link