On April 28, Shannon Saccocia, CFA, Chief Investment Officer—Wealth, hosted a conversation with Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisory, a DC-based strategic advisory firm specializing in political risk and geopolitical trends. Together, they reflected on the forces reshaping the global landscape, from shifting trade dynamics and evolving U.S. policy to geopolitical conflict and what they may mean for investors navigating an increasingly complex world.
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