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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.
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Commentary
2023
2022
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