On April 23 we hosted a virtual event with Shannon Saccocia, CFA, Chief Investment Officer, Private Wealth, in conversation with Doug Kramer, Head of Institutional Equities and Multi-Asset Class, and Ashok Bhatia, CFA, Co-Chief Investment Officer of Fixed Income, where they discussed shifting dynamics in the markets and how they might impact the quarter ahead.
VIDEO
Holly Newman Kroft Discusses the Election’s Impact on the Market
Accolades
Three Advisors Ranked in Barron’s 2024 “Top 100 Women Financial Advisors”
MUNICIPAL BASIS POINTS
Tailwind From Rates and Supply?
VIDEO
Kantor Group Q2 2024 Roundtable – Topics Driving the Financial Markets
INSIGHTS
CIO Notebook: As Biden Steps Away, Harris Takes the Stage
REPLAY
Private Wealth Mid-Year Investment Outlook
INSIGHTS
CIO Notebook: Market Reaction to Trump Assassination Attempt
INSIGHTS
CIO Notebook: Greater Confirmation Delivered?
MARKET COMMENTARY
Markets Score, Elections Roar
INSIGHTS
CIO Notebook: June Payrolls Strong but Revisions Underscore Concerns
VIDEO
Holly Newman Kroft Discusses Continued Market Concentration
INSIGHTS
CIO Notebook: Inflation Data Lifts Stocks But Fed Remains Unconvinced
MARKET COMMENTARY
April Showers Bring May Flowers
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