Midyear Outlook
Caroline Randall
Portfolio Manager
David Hoag
Fixed Income Portfolio Manager


Find out what's on our investment team's radar as we head into the second half of 2024. Join portfolio managers Caroline Randall and David Hoag as they discuss the forces shaping equity and bond markets. Can the U.S. economy remain resilient despite an uncertain path for interest rates? Are there opportunities, aside from AI heavyweights and U.S. tech? And what could it all mean for portfolios? 

Date and time:

Thursday, June 20, 2024  
11:00 a.m. PT / 2:00 p.m. ET
Duration: 60 minutes


Caroline Randall is a portfolio manager with 26 years of investment industry experience (as of 12/31/2023). She also covers European utilities as an analyst. She holds master's and bachelor's degrees in economics from Cambridge.

David Hoag is a fixed income portfolio manager with 36 years of investment industry experience (as of 12/31/2023). He holds an MBA from the University of Chicago and a bachelor's degree from Wheaton College.

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