On April 17, Shannon Saccocia, CFA, Chief Investment Officer - Wealth, hosted a conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and Elias Cohen, Head of the International Equity Team, where they reflected on the key developments of 2025 so far and discussed strategic portfolio positioning as we approach the second half of the year. The panelists touched on global fiscal and monetary policy changes, tariffs, equity volatility and inflation as they articulated our views on risks and opportunities in the markets for the remainder of the year.
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The Rise of Active ETFs
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New Horizons in Global Citizenship
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Artificial Intelligence: The Engine That Could
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Amplifying Your Charitable Impact in Planning Significant Gifts
REPLAY
Private Wealth Investment Outlook 2Q25
MARKET COMMENTARY
The Height of Policy Uncertainty
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CIO Notebook: Payrolls to the Wings as Tariffs Take Center Stage
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CIO Notebook: Risk Assets Under Pressure as Trump Expands Tariffs
VIDEO
Holly Newman Kroft Discussed Market Uncertainty on CNBC
VIDEO
Celebrating Women’s History Month 2025
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CIO Notebook: Fed Holds Rates Steady but Projections Reflect Policy Uncertainty
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Private Equity in Perspective: Navigating Extremes and Unlocking Long-Term Value
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CIO Notebook: Cooler Inflation Calms Nerves but Tariffs Still Loom Large
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