Shannon Saccocia, Chief Investment Officer at Boston Private, provides an in-depth look at the macroeconomic indicators our investment team are monitoring as the coronavirus spreads throughout the US and the economic impact just begins. She’ll also dive into what defines a true recession and how will we know when we are there? Listen now to hear our view.

Our Chief Investment Officer Shannon Saccocia sits down with Ryan McQuilkin, Head of Fixed Income and Nancy Perez, Senior Portfolio Manager to discus, the outlook for 2020 since 2019 was a banner year for a balanced portfolio, how the impending U.S. presidential election might impact consumer optimism, and which sectors we’re watching.

Shannon Saccocia, Chief Investment Officer, sits down with our man in Washington, Doug Fisher, for an outlook on how the 2020 election might impact market and economic activity throughout the year.

Our Chief Investment Officer Shannon Saccocia sits down with Ryan McQuilkin, Head of Fixed Income and Nancy Perez, Senior Portfolio Manager. They discuss: - Economic and Market review, and what the team is watching. - Why volatility in the equity market may be the rule, not the exception. - Impact of the negative interest rate environment on the bond market.

Shannon Saccocia, Chief Investment Officer, sits down with Ryan McQuilkin, Head of Fixed Income to discuss key economic market indicators we’re watching and the prospect for growth, considerations for asset allocation given the pending earnings season and the impact of the Fed’s pivot, tariffs, and bond market activity.

Shannon Saccocia, Chief Investment Officer sits down with Gerald Baker, Chief Fiduciary Officer to discuss our market expectations for Q2, a look back at Q1, five tax tips for estate planning considerations and how this impacts your portfolio construction.