Episode Summary
Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to analyze market themes in the third quarter of 2024.
The episode explores key developments in global markets, including shifting dynamics in U.S. equities, Canada’s interest rate cuts, and the rebound in real estate equities.
Ben provides insights into the potential market impacts of the upcoming U.S. presidential election and China’s dramatic market recovery in September. The discussion also addresses geopolitical tensions, such as the conflicts in Ukraine and the Middle East, and their effects on global markets. The episode wraps up with Ben’s perspective on maintaining a balanced, long-term investment approach in an increasingly multipolar economic landscape.
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Disclaimer
This material contains the current opinions of the presenters, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Nicola Wealth Management Ltd. (Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer, and Investment Fund Manager with the required securities commissions. Any mention of third-party products, services, or organizations on the podcast is for informational purposes only and does not constitute an endorsement or recommendation.
