Knights of Columbus AA's CIO on Markets & Strategy

The video discusses market trends, focusing on strategic asset allocation and tactical tilts. It highlights the performance of small cap and international equities, and the impact of interest rates on tech stock valuations. The discussion also covers inflation trends, supply chain issues, and energy prices. The potential influence of political events, such as the US midterm elections, on Federal Reserve actions is also examined.

What tactical asset allocation strategies were recommended for clients last year?

How did the performance of small cap and international equities compare to large cap stocks?

What is the speaker's perspective on the future of interest rates and their impact on tech stocks?

What factors are contributing to the current inflationary environment according to the speaker?

How might the political landscape affect the Federal Reserve's actions regarding monetary policy?