In this discussion, our investment team explores the themes shaping markets as we move through the second half of the year, including:

• Whether AI-driven investment is creating opportunity or increasing concentration risk
• The outlook for interest rates, inflation, and Fed policy
• Where we're finding value across fixed income and equities
• How geopolitical events and the evolving macro environment could influence portfolios going forward

Speakers:

• Beth Mallette, CFA®, Portfolio Manager
• Brad Cronister, CFA®, Senior Fixed Income Analyst
• Liam McMahon, CMT, Risk Officer

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