Trillium AM's Smith on Economy, Markets

The video discusses the economic outlook, predicting a recession by early 2023, and analyzes job market trends. It explores investment strategies, emphasizing caution and stability in a volatile market, with a focus on consumer staples and healthcare. The video also highlights investments in tech and clean energy, considering the impact of the Inflation Reduction Act and global energy dynamics.

What changes in investment focus have occurred in response to market volatility?

How is the transition to a lower carbon economy being funded?

What are the long-term considerations regarding fossil fuel dependency?