Investment Update

Market Update: February 2024

by Holly H. MacDonald
Chief Investment Officer
by Joseph S. Tanious
Head of Portfolio Strategy and Construction
In brief

In this video, Chief Investment Officer Holly H. MacDonald and National Senior Investment Strategist Joseph S. Tanious provide their latest thinking on the economy and interest rates, the markets, and portfolio positioning.

 

Holly-MacDonald

Holly H. MacDonald

Chief Investment Officer

Holly is responsible for overseeing the firm’s investment research, asset allocation, and portfolio management.

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Joseph S. Tanious

Joseph S. Tanious

Head of Portfolio Strategy and Construction

Joe is responsible for developing policies on asset allocation, customized portfolio strategies, and implementation. He also performs macroeconomic research and financial market analysis in order to deliver customized asset allocation and investment recommendations to clients.

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