As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
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As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
2024: a year of conflict, change, and contemplation
Perspectives
20 minutes
11 months ago
2024: a year of conflict, change, and contemplation
Send us a textWhat a year 2024 has been! In this year-end episode, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to reflect on a year marked by resilient economic growth amid geopolitical tension, and the return of familiar political figures. From inflation trends and central bank policies to a strong US stock market and rising concerns over global conflicts, they unpack the key developments that shaped the year. Looking ahead, they...
Perspectives
As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
