As we enter the second half of the year, what can investors expect for the economy and markets? That's the big question we set out to answer in this special Midyear Outlook edition of the Market Observatory. This month, Sam and I are excited to welcome Brad McMillan, chief investment officer, as our special guest.
In this wide-ranging conversation, we take a closer look at the major themes that could impact the road ahead, including tariffs and trade policy, rising inflation expectations, and even potential signs of recession. Watch the video for the full story.
In our last installment of the Midyear Outlook, coming Friday, Sam will take a look on what to expect for fixed income in the second half.