Nick Petrucelli

US recession risk: No longer if, but when and how bad

Portfolio Managers Brij Khurana, Brian Garvey, and Nick Petrucelli believe many observers are underestimating the severity of a potential US recession this year.

Multiple authors

event January 2023

Quick Take

2024-01-31

Macro and market Large-cap Equity Volatility Inflation USA Quick Take

What does an equity market bottom look like?

Applying a historical analysis to today's market, Multi-Asset Portfolio Manager Nick Petrucelli believes US equities have not yet found a near-term bottom.

By

Nick Petrucelli

event September 2022

Quick Take

2022-11-30

Multi-asset Inflation Article

Blast from the past: Are we watching the return of 1970s-style stagflation?

How worried should investors be about the risk of stagflation? Portfolio Manager Nick Petrucelli offers his take, digging into previous occurrences for clues about the causes that may be most relevant today and outlining the potential outcomes and capital market implications.

By

Nick Petrucelli

event December 2021

Article

2022-12-31

Inflation Total return Economic cycle Commodities Materials Energy Outlook Article

Look past the cycle: The surprising total return potential of natural resources and commodities

Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.

By

Nick Petrucelli

event December 2023

Article

2024-12-11

Inflation Volatility Economic cycle Fiscal policy Monetary policy Quick Take

Peak inflation, back to goldilocks? Not so fast

Portfolio Manager Nicholas Petrucelli explains why the market could be underestimating just how complex and volatile the global economic cycle is and details the implications for inflation.

By

Nick Petrucelli

event February 2023

Quick Take

2024-02-29

Economic cycle Inflation Fixed income Quick Take

US recession risk: No longer if, but when and how bad

Portfolio Managers Brij Khurana, Brian Garvey, and Nick Petrucelli believe many observers are underestimating the severity of a potential US recession this year.

Multiple authors

event January 2023

Quick Take

2024-01-31

Macro and market Large-cap Equity Volatility Inflation USA Quick Take

What does an equity market bottom look like?

Applying a historical analysis to today's market, Multi-Asset Portfolio Manager Nick Petrucelli believes US equities have not yet found a near-term bottom.

By

Nick Petrucelli

event September 2022

Quick Take

2022-11-30

Multi-asset Inflation Article

Blast from the past: Are we watching the return of 1970s-style stagflation?

How worried should investors be about the risk of stagflation? Portfolio Manager Nick Petrucelli offers his take, digging into previous occurrences for clues about the causes that may be most relevant today and outlining the potential outcomes and capital market implications.

By

Nick Petrucelli

event December 2021

Article

2022-12-31

Inflation Total return Economic cycle Commodities Materials Energy Outlook Article

Look past the cycle: The surprising total return potential of natural resources and commodities

Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.

By

Nick Petrucelli

event December 2023

Article

2024-12-11

Inflation Volatility Economic cycle Fiscal policy Monetary policy Quick Take

Peak inflation, back to goldilocks? Not so fast

Portfolio Manager Nicholas Petrucelli explains why the market could be underestimating just how complex and volatile the global economic cycle is and details the implications for inflation.

By

Nick Petrucelli

event February 2023

Quick Take

2024-02-29

Economic cycle Inflation Fixed income Quick Take

US recession risk: No longer if, but when and how bad

Portfolio Managers Brij Khurana, Brian Garvey, and Nick Petrucelli believe many observers are underestimating the severity of a potential US recession this year.

Multiple authors

event January 2023

Quick Take

2024-01-31

Macro and market Large-cap Equity Volatility Inflation USA Quick Take

What does an equity market bottom look like?

Applying a historical analysis to today's market, Multi-Asset Portfolio Manager Nick Petrucelli believes US equities have not yet found a near-term bottom.

By

Nick Petrucelli

event September 2022

Quick Take

2022-11-30

Multi-asset Inflation Article

Blast from the past: Are we watching the return of 1970s-style stagflation?

How worried should investors be about the risk of stagflation? Portfolio Manager Nick Petrucelli offers his take, digging into previous occurrences for clues about the causes that may be most relevant today and outlining the potential outcomes and capital market implications.

By

Nick Petrucelli

event December 2021

Article

2022-12-31

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