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November 2023 / VIDEO

Market Update From Portfolio Manager David Eiswert

Moving to a New Equilibrium Path

In this video, David Eiswert explains how – after over a decade of low inflation and low interests – the world is now on a different path where inflation creates inflation.

Decoding the Fed's 'Higher for Longer' Narrative

In this video, David Eiswert shares his thoughts on the Fed’s efforts to curb inflation and bring interest rates down within the context of an election year.

Our Response to a Changing World

In this video, David Eiswert explains how, while recognizing that the market environment may have changed, he’s still focused on finding companies with improving returns.

Three Lessons for an Uncertain Environment

In this video, David Eiswert outlines his rule of 3 for the current environment, including key questions for investors to consider and how he’s excited about new opportunities emerging.

IMPORTANT INFORMATION

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The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.

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