Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.
Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.
Erin Orekhov, Head of Client Portfolio Management, and Eric Stein, Chief Investment Officer, discuss the nomination of Kevin Warsh as the next Fed Chair.
The start of a new year is a natural time to reassess your DC plan’s effectiveness. But rather than chasing the latest trends, the most impactful improvements often come from building on what already works.
Pomona Capital is in active discussions with portfolio fund GPs to monitor the potential impact of the developments in tariff policies on our portfolios.