3Q 2023 Market Commentary
Nick Botticelli and Matt Underwood, CFA, CAIA give a brief overview of the third quarter, highlighting some of the key factors that led to a downshift from a very bullish 1H 2023. From "Higher for Longer" Fed expectations to tightening credit conditions and climbing delinquencies, caution is still warranted.
4Q 2022
3Q 2022
1Q 2022
4Q 2021
3Q 2021
2Q 2021
1Q 2021
Investment Strategy
Nick Botticelli
Chief Investment Strategist, Head of Southeast Office
Matt Underwood, CFA®, CAIA®
Director of Research and Portfolio Management, Head of Northeast/Mid-Atlantic Office