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Today portfolio manager David Wolf discusses the results of the U.S. presidential election, as well as the Fed's latest rate announcement and what it could all mean for the markets. David emphasizes the importance of staying grounded in the investment process, and highlighted the positive macroeconomic outlook in the U.S., with growth, declining inflation, and stable employment. Him and the GAA team were overweight in equities going into the election, and they will continue staying grounded in this process. Here's Pamela Ritchie with more.
Recorded on November 12, 2024
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