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Insight is Capital™ Podcast »
NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook

5d ago 35:43

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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

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