May 06, 2022
Commentary: NCM Pension Portfolios
Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.
"We had adjusted our portfolios in advance of the major impacts of the events unfolding and feel compelled to remain with our current positioning. We continue to be defensive and diversified and this appears to be working."
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