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NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook
In this episode of the Insight is Capital podcast, Pierre talks to Martin Lefebvre, Chief Investment Officer at National Bank Investments. They explore Martin's outlook on the economy, fixed income, and equities, amid a backdrop of U.S. stock highs, falling bond yields, and changing labor market indicators. They discuss the recent Federal Reserve's 50 bps interest rate cut and its implications, the potential for a soft economic landing, and the intricacies of the U.S. and Canadian housing markets. Additionally, Lefebvre delves into strategies for handling expected market volatility ahead of…
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