As we begin a new quarter, it's important to take stock of the ground we covered in Q3, and importantly, how that sets the stage for what might be in store for Q4 and beyond.

Political change in Washington, the first Labour budget, inflation moves, two global conflicts and a string of interest rate cuts, all wait in the wings to move this market as we head into Christmas. Despite these challenges, we remain optimistic and ready to capture the opportunities that lay ahead. 

As I tell the investment managers at TAM, a quarter in the stock market is but a snapshot in time. It’s important to distinguish what can be considered as 'market noise' from real investment signals on which to act upon to achieve clients' long-term investment goals.

If you would like to speak with us about our latest outlook, or to discuss our discretionary investment management services in general, please do not hesitate to get in touch. 
 

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