NCM Investments Logo
FR

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

Profile

John Poulter, CFA

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