NCM Investments Logo

February 28, 2022

Commentary: NCM Pension Portfolios

Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.

"While we don’t like the volatility and certainly don’t like lower prices in our portfolios, we do feel that our tactical positioning has prepared us for the current market conditions."

Download the full commentary here



John Poulter, CFA

John oversees key strategic asset allocation decisions across the firm and manages the NCM Pension Portfolios