IPC Private Wealth Manager Insights
January 2020 PW Manager Insights
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist shares his thoughts on how equity and fixed income markets performed in 2019. Wayne also provides his outlook for 2020, and explains what we are doing to prepare for potential volatility.
October 2019 PW Manager Insights
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist shares insight into the markets, including some of the global events we’re watching, and heeds caution against getting caught up in short-term noise.
July 2019 PW Manager Insights
Wayne Gillespie, Director & Senior Portfolio Strategist, discusses the continued volatility we’re seeing in the markets, how geo-political events are shaping investor sentiment, and how we protect portfolios through the good and the bad.
May 2019 PW Manager Insights
At our New York Due Diligence conference in May, we asked three of our Investment specialists to share their perspectives for what worked in Q4, and what’s working now. We interviewed Kim Shannon of Sionna, George Fox from Titan, and Dan Elsberry of K2. Watch to learn what they’re doing in their portfolios now, and how they anticipate positioning their portfolios for the rest of the year.
April 2019 PW Manager Insights
In the last quarter, markets have changed as frequently as the weather. Wayne shares the top reasons shaping investor sentiment, equity valuations, and what we’re watching closely.