Feb 22, 2023
Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions.
Highlights:
- The cyclical—and long-term—aspect to investment learnings
- Why interest rake hikes were a big factor and topic of conversation
- “Fishtailing” and the difficulties of trying to...
Feb 8, 2023
Portfolio Manager Crista Caughlin walks listeners through the tumultuous bond market experiences of 2022 and outlines three main economic scenarios the team is monitoring for 2023.
Highlights:
- Are reports of the 60/40 portfolio’s death greatly exaggerated?
- 2022 recap: What happened in bond markets?
- How can the...