The Saranac Investment team discusses what markets are discounting for the second half of the year, the continued absence of a growth slowdown, and how evolving geopolitical risks and potential U.S. policy shifts could challenge investment performance. We share our current investment stance and cover topics including the role of fixed income amid inflation and fiscal concerns, prospects for interest-rate cuts, shifts in the demand structure for gold, the environment for equity hedging and much more.
Available on Apple Podcasts, Spotify or Spreaker
