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.
