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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.

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John Poulter, CFA

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

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