About this episode
Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, RoseDevli to unpack the uncertainty looming over consumer spending, corporatecapital expenditures, and the potential for a slowdown or recession. Theyexamine how these factors intertwine with tariffs and the implications as bondyields rallying and risk assets selling off, they provide insights andstrategies to help you navigate this complex landscape of fluctuating policiesand geopolitical tensions.
