March 10, 2023
Commentary: NCM Pension Portfolios
Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
"Investors are nervous and sell on any news that has a negative taint. In our opinion, that will simply create volatility and not necessarily change this year’s trend to higher equity markets."
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