Recently, Shannon Saccocia, CFA, Chief Investment Officer—Wealth, was joined for a conversation by James Iselin, Head of the Municipal Fixed Income Team, and David Morse, Co-Head of Private Equity Co-Investments. Together, they reflected on a year shaped by resilient growth despite persistent policy uncertainty and rapidly shifting market expectations, and looked ahead to the challenges that await investors in 2027. The discussion dove deeper into where fixed income opportunities exist in a higher rate environment, as well as private equity trends and portfolio construction as we close out 2026.
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