First American

Q2 Investment Update (recording): Market Review and Outlook

“…at the beginning of this year, there was an expectation and truly that expectation has been in the market for probably 18 months or so that we would potentially be facing a recession and economic slowdown. [Since that] was being priced in the market, one of the reasons the markets performed very well last year is that the expectation of the recession never happened,” said Jerry Braakman. 

Jerry Braakman, President and Chief Investment Officer, and Jason Nerio, Director of Investment Research and Strategy, share their insight on current business cycles and market trends. Watch this video to learn more.

Recorded: May 14, 2024