January 27, 2023
Commentary: NCM Pension Portfolios
Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
"We worked very hard through the last quarter of 2022 to adjust our portfolios to reflect our outlook for 2023. We are happy with our positioning and are expecting a solid year for our NCM Pension Portfolios as we move through 2023."
Download the full commentary here
Author
John Poulter, CFA
John oversees key strategic asset allocation decisions across the firm and manages the NCM Pension Portfolios