As investors enter the final quarter of the year, elevated Treasury yields, persistent inflation concerns, and Federal Reserve policy continue to shape market expectations. Sean Clarke examines the interconnected risks facing the economy, the importance of diversification, and why thoughtful portfolio rebalancing may be worth considering amid heightened uncertainty.

In this month's Market Perspectives, Sean Clarke reviews the factors influencing markets as we enter the fourth quarter, including rising interest rates, higher Treasury yields, market volatility, corporate earnings, and geopolitical developments. He also discusses the importance of diversification and why maintaining a disciplined, long-term investment approach remains critical during periods of uncertainty.

As we move into September, Sean Clarke shares his latest outlook on the markets and the key factors investors should be watching in the months ahead.