Original Article by Caryl Anne Francia
Co-Chief Investment Officer and Chair of the Investment Committee, Jim Gubitosi, and Chief Strategy Officer and Co-Head of Client Team, Erinn King, spoke with Caryl Anne Francia about opportunities for endowments and foundations.
Portfolio Manager Jeremy Holtz spoke with Amanda Albright of Bloomberg and made the case for the long end of the muni market.
The Fed’s more relaxed pre-pandemic attitude towards inflation isn’t applicable for today’s economy, noted our Senior Portfolio Manager, Scott Pike, to Matt Grossman of The Wall Street Journal.
Senior Portfolio Manager Wesly Pate spoke with Will Schmitt of the Financial Times and shared his thoughts on larger hospitals being better positioned than smaller hospitals to withstand Medicaid cuts from the Big, Beautiful Bill.
