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NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook
Manage episode 444329821 series 3039185
In this episode of the Insight is Capital podcast, Pierre talks to Martin Lefebvre, Chief Investment Officer at National Bank Investments. They explore Martin's outlook on the economy, fixed income, and equities, amid a backdrop of U.S. stock highs, falling bond yields, and changing labor market indicators. They discuss the recent Federal Reserve's 50 bps interest rate cut and its implications, the potential for a soft economic landing, and the intricacies of the U.S. and Canadian housing markets. Additionally, Lefebvre delves into strategies for handling expected market volatility ahead of the U.S. election and the broader implications of global economic factors on investment strategies. The conversation provides valuable insights into asset allocation amid economic pressures and highlights the importance of a balanced investment approach in current markets.
Timestamped Highlights
00:00 Introduction and Disclaimer
00:20 Guest Introduction: Martin Lefebvre
01:31 Market Overview and Economic Outlook
03:30 Federal Reserve's Rate Cut Decision
06:25 Impact on Fixed Income Strategies
09:52 Recession Risks and Asset Allocation
19:15 U.S. Election and Market Volatility
30:16 Geographical Positioning
35:46 Conclusion and Final Thoughts
Copyright © AdvisorAnalyst
184 episodi
Manage episode 444329821 series 3039185
In this episode of the Insight is Capital podcast, Pierre talks to Martin Lefebvre, Chief Investment Officer at National Bank Investments. They explore Martin's outlook on the economy, fixed income, and equities, amid a backdrop of U.S. stock highs, falling bond yields, and changing labor market indicators. They discuss the recent Federal Reserve's 50 bps interest rate cut and its implications, the potential for a soft economic landing, and the intricacies of the U.S. and Canadian housing markets. Additionally, Lefebvre delves into strategies for handling expected market volatility ahead of the U.S. election and the broader implications of global economic factors on investment strategies. The conversation provides valuable insights into asset allocation amid economic pressures and highlights the importance of a balanced investment approach in current markets.
Timestamped Highlights
00:00 Introduction and Disclaimer
00:20 Guest Introduction: Martin Lefebvre
01:31 Market Overview and Economic Outlook
03:30 Federal Reserve's Rate Cut Decision
06:25 Impact on Fixed Income Strategies
09:52 Recession Risks and Asset Allocation
19:15 U.S. Election and Market Volatility
30:16 Geographical Positioning
35:46 Conclusion and Final Thoughts
Copyright © AdvisorAnalyst
184 episodi
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