Hear from members of our Investment Committee in Fidelis Capital's latest quarterly Market Outlook Webinar. For ease in navigating to topics of interest, timestamps are included below for each topic discussed.
Recap of Q3
0:42 - Global Events
1:41 - Economy
4:10 - Equity Markets
7:49 - Fixed Income
Key themes impacting market outlook
10:45 - Geopolitical and Economic Risks
13:31 - The Federal Reserve
15:26 - Opportunities in Equities
17:40 - China and its Stimulus Package
19:07 - The U.S. Presidential Election
Fidelis Capital’s portfolio positioning for the rest of 2024 into 2025
20:34 - Portfolio Positioning Overview
22:03 - Fixed Income and TAFI Update
24:14 - Private Markets
26:04 - Final Thoughts
