Managing Partner, Chief Investment Officer
Principal, Associate Research Director
With volatility resurfacing in April and policy dynamics continuing to evolve, the second half of the year is shaping up to be eventful. We will revisit our 2025 themes: Fragility, Durability and the Age of Alpha, through the lens of current market conditions and explore what we believe matters most in the second act of the year. Join us for a timely mid-year update on markets, policy and portfolio positioning.