And we’re off! The Fed kicked off the easing cycle with a double dose and markets are feeling the love. Brad Long, CFA and Michael Sustarsic, CRA dive into key Q3 trends and what they mean for the rest of the year.
• Historical context and key elements of an easing cycle
• Portfolio positioning insights and outlook
• The upcoming election, key economic policy debates and how to cut through the noise
• Private markets deep dive—exploring the trends driving returns
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