On January 23, Shannon Saccocia, CFA, joined Doug Kramer, Head of Institutional Equity and Multi-Asset, and Ashok Bhatia, Co-Chief Investment Officer for Fixed Income, to reflect on the key developments of the past year and discuss strategic portfolio positioning for the first quarter and beyond. The team dove into the post-election resurgence in tech stocks, the mounting concerns around fiscal sustainability and the implications of a Fed pause.
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