In this episode of Coffee with Evergreen, Jeff Otis, Director of Private Wealth, interviews Jeff Dicks, Co-Chief Investment Officer, to discuss market updates August.

Some topics they cover:

• 2023 has been an active year for the market. What are some highlights we've seen?

-From a macroeconomic perspective, what has been driving the market this year?

-How have bonds been performing in the current market, and what are some strategies we've employed their potential?

As always, thanks for listening! This episode was recorded on August 2nd, 2023.