Webinars and Events
Post-Election Insights: Market Impacts
Jeff Blazek, Co-CIO of Multi-Asset, and Shannon Saccocia, CIO of Private Wealth, discuss policy changes on tariffs, regulation, immigration, and taxes and the impacts for the markets. Watch the replay now for insights on navigating the evolving market environment.
Rates Relief or Slowdown Uncertainty?
On October 16, Erik Knutzen, co-Chief Investment Officer—Multi-Asset, along with his co-CIO in Multi-Asset, Jeff Blazek and Steve Shigekawa, Senior Portfolio Manager for Real Estate Securities, discussed the latest developments they have observed in the macro environment and how they believe it will impact the quarter ahead.
Navigating Portfolios Through the U.S. Election
As the candidates policies for trade, taxes and regulation become clearer, what are the possible sector impacts? We asked Joe Amato, President and CIO—Equities, and three of our sector specialists to provide their views for Technology, Health Care and Energy investors.
Policy and Politics
On July 11, Erik Knutzen hosted a session on the next set of views from the Asset Allocation Committee with Ashok Bhatia
Breadth and Balance
On April 17, Erik Knutzen, Chief Investment Officer—Multi-Asset, hosted a session on the next set of views from the Asset Allocation Committee with Doug Kramer
Flows and Fundamentals
On January 11, Erik Knutzen, Chief Investment Officer—Multi-Asset, was joined by Gregory Spiegel, Portfolio Manager on The Small Cap Team, to discuss how these dynamics seem to be playing out in the quarter ahead.
Solving for 2024: 10 Key Themes to Navigate the Markets
On November 16, our senior investment leaders discussed what they believe will guide investment decisions in 2024.
View our Solving for 2024 Outlook >
Engine Running, Shifting to Neutral
On July 18, Erik Knutzen, Multi-Asset CIO, Erik Knutzen, hosted a session on the next set of views from the AAC with guest Elizabeth Traxler, Managing Director, Private Investments Portfolios & Co-Investments.
