December 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.
"After spending most of 2022 sounding alarm bells, playing a lot of defense, and generally doing a lot of hand wringing, it may be time to start being a little more optimistic."
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