Q3.25 Webinar

Описание: Join our investment team for an in-depth discussion of the third quarter markets and our outlook heading into Q4. Hosted by Michelle Nowfel, Head of Distribution, this roundtable features insights from:

Sweta Singh and Chris Ryon, Co-Portfolio Managers for Fixed Income

Rob McDonald and Connor Brown, Domestic Equity Portfolio Managers

Vin Walden, Global Portfolio Manager

Topics covered include:

The Fed’s recent rate cuts and shifting policy stance

Labor market softening and implications for growth

Trends in the municipal, treasury, and investment-grade credit markets

The government shutdown’s market impact

Global equity perspectives — including concerns around the AI-driven rally and comparisons to past market bubbles

Whether you’re a professional investor or just market-curious, this quarterly discussion offers perspective on what’s driving today’s markets and how our team is positioning across asset classes.

📈 Chapters:
0:00 – Welcome & introductions
0:45 – Q3 fixed income recap
3:30 – Fed policy & rate outlook
7:00 – Muni, treasury, and credit market updates
10:25 – Q4 fixed income positioning
11:15 – Global equity commentary and AI bubble discussion

Learn more and read our latest market essays at citydifferentinvestments.com

#Investing #Markets #FixedIncome #Equities #Fed #InterestRates #AI #InvestmentStrategy #CityDifferentInvestments