What’s our take on the transition from a looming "imminent recession" to a potential "soft landing"?" Portfolio managers Kevin O’Brien,?Steven Labbe & Jason (Jay) Kish, CPA CFA broke it down in a recent interview.? Topics they covered included: ?? Unpacking the Factors Behind the Macroeconomic Shift: The key drivers influencing the evolution from a looming recession to a potential 'soft landing’ ?? Deciphering Influential Indicators: The critical indicators that have reshaped perceptions of the economic landscape ?? Navigating New Dynamics: The shifting dynamics that have impacted different sectors and industries and offered fresh investment opportunities ?? Strategies for Maximizing Opportunities: The changes we’ve been making to leverage this change to our advantage We’ve got an interesting and somewhat unique view of the investing landscape. Check out our library of podcasts and blogs for more insight. #valueinvesting #equities #activeinvesting #assetmanagement
