Will Soft Landing Expectations Propel Markets to New Highs?

This week, we're presenting a thoughtful conversation between David Rosenberg, Founder and President of Rosenberg Research, and David Hay, co-CIO of Evergreen Gavekal. During the discussion, the two talk about recession indicators, investment implications, and whether soft landing expectation will propel markets to new highs. The discussion was recorded on July 18th, 2023 and is moderated by financial commentator David Lin of The David Lin Report. Please enjoy.

DISCLOSURE: Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time.

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness.

  • Categories