Quarterly investment perspective In Pursuit of Return and Income

Oct 01, 2020
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In this latest Quarterly Investment Perspective, Chief Investment Officer Holly MacDonald discusses our macroeconomic and market views, portfolio positioning, and performance. 

In addition, members of our investment team provide a glimpse into our investment process, highlighting specific parts of the equity and bond markets where we are uncovering compelling opportunities.  



About the Authors

Holly H. MacDonald
Chief Investment Officer
In this role, Holly is responsible for overseeing the firm's investment research, asset allocation, and portfolio management.

JP Coviello
Senior Investment Strategist
In this role, JP is responsible for performing in-depth macroeconomic research and financial market analysis as well as delivering customized asset allocation and investment recommendations to clients.

Jared Olivenstein
Principal and Co-Portfolio Manager
In this role, Jared leverages the firm’s best thinking and works collaboratively with a team of highly experienced analysts and researchers to manage our Credit Income portfolio.