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.
REPLAY
Recalibration and Resilience: Positioning Fixed Income and Private Equity for 2027
INSIGHTS
Fraud Protection Across an Evolving Threatscape
INSIGHTS
Fixed Income: Takeaways Amid Turbulence
INSIGHTS
Before the Ink Dries: Key Planning Steps Prior to an IPO, Merger or Sale
INSIGHTS
The Gap Between Knowing and Doing
INSIGHTS
Market Outlook: Growing Pains
INSIGHTS
2026 Year-End Wealth Planning Checklist
INSIGHTS
Investment Lens: Looking Past the Midterms
INSIGHTS
Liquidity Events: Positioning Portfolios for the Future
INSIGHTS
Sustaining Effective Stewardship of Family Capital
MUNICIPAL BASIS POINTS
Gauging Municipal Volatility—and Opportunity
INSIGHTS
CIO Notebook: Another Hot CPI Report Puts October Hike Back in Play
VIDEO
Holly Newman Kroft Featured on CNBC’s Squawk on the Street October 13, 2026
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