NEWS AND INSIGHTS | REPLAY

Private Wealth Mid-Year Investment Outlook

July 18, 2024

On July 11 we hosted a discussion with Shannon Saccocia, CFA, Chief Investment Officer, Private Wealth, in conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and Greg Spiegel, Portfolio Manager, Small Cap. Together, they discussed their thoughts on the potential impacts of cooler inflation and labor market data on portfolio positioning and possible market implications for the quarter ahead.

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