Co-CIO Greg Jensen Shares Our Outlook for Economies and Markets

We’re sharing an edited excerpt of our October 19, 2023, Q3 CIO call with co-CIO Greg Jensen, where you’ll hear Greg describe how he’s seeing the biggest dynamics in economies and markets today. He covers the reasons behind the economic resilience to date, why backward-looking supports are now set to unwind and reverse, the upward pressure on yields that will be a headwind for assets, the grind down we expect in growth, and the divergent global conditions that are creating differential pressures relative to what’s priced in.