President and CIO Patrick Jamin, CFA, FRM, observes markets anticipating a smooth landing with lower inflation, robust growth, and overbought equity multiples. Signs of imperfection could lead to vulnerabilities and a pullback. Despite no major risks seen, the current return/risk environment is less favorable, prompting a cautious stance and openness to leverage trading weaknesses for future opportunities.
Latest Resources
- Aug 31, 2026
- CJ Pepe
Why Naming a Beneficiary Is Important in Financial Planning
What Is a Beneficiary? Naming a beneficiary helps determine who will receive certain assets after...
