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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.



John Poulter, CFA

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