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March 01, 2022

Commentary: NCM Pension Portfolios

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

Growth, as a theme, had a particularly difficult January. This means that companies identified as “Growth” investments were particularly hard hit with lower prices.

Download the full commentary here.



John Poulter, CFA

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