Markets are in a tug-of-war. Rising oil prices, bond yields and interest rates are creating pressure, while resilient global growth, strong corporate earnings and the AI investment cycle continue to provide support.
In this month’s market update, Phil shares his outlook on the competing forces shaping markets, the risks and opportunities ahead, and why strong fundamentals remain an important anchor for investors.
Watch the video as he discusses the importance of staying invested, diversified and selective through periods of market volatility.
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