Episode Details

Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President

& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose

Devli  to unpack the uncertainty looming over consumer spending, corporate

capital expenditures, and the potential for a slowdown or recession. They

examine how these factors intertwine with tariffs and the implications as bond

yields rallying and risk assets selling off, they provide insights and

strategies to help you navigate this complex landscape of fluctuating policies

and geopolitical tensions.