Borrowing costs come down while refinancing challenges remain

Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

Portfolio Manager Jack Janasiewicz and Investment Strategist Brian Hess offer their thoughts on US growth, the strength of the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

DNCA's Global Product Manager Daniel Claringbull provides a snapshot of the fixed income investment landscape, assessing risks, opportunities and where rates may be headed in the second half of 2024.