NEWS AND INSIGHTS | REPLAY

Private Wealth Investment Outlook 2Q25

April 23, 2025

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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