On January 23, Shannon Saccocia, CFA, joined Doug Kramer, Head of Institutional Equity and Multi-Asset, and Ashok Bhatia, Co-Chief Investment Officer for Fixed Income, to reflect on the key developments of the past year and discuss strategic portfolio positioning for the first quarter and beyond. The team dove into the post-election resurgence in tech stocks, the mounting concerns around fiscal sustainability and the implications of a Fed pause.
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Private Markets: As The Ice Breaks
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Refining Sustainable Investing Through Active Management
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Trump 2.0: Built for Speed
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Waiting Game on Taxes and Planning
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CIO Notebook: Equities Pressured Lower on AI Questions
MUNICIPAL BASIS POINTS
Looking to Fundamentals
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Barron’s Spotlight: Shannon Saccocia on Next-Generation Investors
VIDEO
Holly Newman Kroft Addressed Current Market Environment on CNBC
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CIO Notebook: Inflation Softer Following Strong Jobs Report
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CIO Notebook: Firm Data Points Towards Fed Pause
MARKET COMMENTARY
New Year, New Winners?
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CIO Notebook: Fed Cautious Ahead of Stronger Growth, Policy Changes
VIDEO
Holly Newman Kroft Discussed Year End on CNBC
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