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Q4 Research roundup: Landings are bumpy
Manage episode 444396942 series 2899874
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Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for equities, credit, real estate and essential macroeconomic trends in Q4.
They discuss their view on interest rates, inflation, and the labor market—and how these key macro factors could impact the investment landscape.
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Luvut
1. Coming Up... (00:00:00)
2. Introduction and welcome (00:01:14)
3. Economic Outlook and Market Performance (00:01:45)
4. Corporate Credit Insights (00:08:29)
5. Real Estate Market Dynamics (00:15:44)
6. Key Themes and Predictions for 2025 (00:18:32)
7. Conclusion and Final Thoughts (00:26:47)
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