In this quarterly update for Q3 2024, our team (Portfolio Managers Janet Kim Sing, Maria Dawes and Senior Portfolio Manager Paul Carter) dives into the evolving landscape of the real estate market, particularly focusing on the challenges facing office spaces in the wake of the work-from-home shift. We discuss the impact of recent economic trends on both U.S. and Canadian stock markets, highlighting the potential value in nontraditional assets like private equity. Additionally, we explore how upcoming U.S. elections may influence the macroeconomic environment and stock performance. Join us as we analyze key investment strategies, recent portfolio performance, and the outlook for the remainder of the year. Stay tuned for valuable insights that can help guide your investment decisions!