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CIO Roundtable: 2019 Mid-Year Market ReviewNeil J. HennessyChief Investment Officer and Portfolio Manager
Our team of tenured Portfolio Managers shares their mid-year insights on what's ahead for investors. They provide opinions on the direction of interest rates, trade disputes, and renewed volatility in both equity and fixed income markets, and share their insights about where they believe investment opportunities exist today.
Recent Volatility Provides Attractive OpportunitiesMasakazu Takeda, CFA, CMAPortfolio ManagerYu Shimizu, CMAPortfolio Manager
Portfolio Manager Masa Takeda provides his outlook for 2019 and shares his thoughts on recent market volatility, the impact of trade tariffs, the Bank of Japan’s monetary policy, and the case for active management.