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Episode 04, What’s Happening to Markets and How to Position Portfolios

By Dan Carter, Nick Sargen, Austin Kummer
Markets Economics

In today's show, Dan Carter, Managing Director and Senior Portfolio Manager, is joined by Nick Sargen, Senior Economic Advisor, and Austin Kummer, Vice President and Senior Portfolio Manager.

Nick previously served as Fort Washington's Chief Investment Officer for 15 years. Prior to joining the firm, he spent 25 years on Wall Street and has experience with the Federal Reserve Bank of San Francisco and the U.S. Department of Treasury. Austin is focused on portfolio management and research functions within Multi-Sector Fixed Income and Dividend Equity strategies for Fort Washington. 

Topics Covered In This Episode: 

  • Will inflation rates stay above the Fed's target? 
  • How have the Fed's policies contributed to rising inflation? 
  • Labor market impacts on inflation.
  • What can the Biden administration do to impact inflation?
  • What do market valuations tell us about the economic outlook?
  • How investors should be thinking about asset allocation for 2022.
What’s Happening to Markets and How To Position Portfolios

This podcast was produced for informational purposes only, and should not be considered as specific investment advice or a recommendation of any particular security, strategy, or investment product. The views and opinions expressed are based on current market conditions and subject to change without notice; unexpected events may occur, and there can be no assurance that developments will transpire as forecast. Information and statistics referenced and contained in the podcast have been obtained from sources believed to be reliable but accuracy cannot be guaranteed. Past performance is not indicative of future results. No part of this publication or recording may be reproduced in any form, or referred to in any publication, without express written permission of Fort Washington Investment Advisors, Inc. 

dan carter

Dan Carter

Senior Portfolio Manager
Dan is Managing Director and Senior Portfolio Manager, focusing on diversified broad market fixed income portfolios. He received a BS from Miami University and is a CFA charterholder. 
nick sargen

Nick Sargen

Senior Economic Advisor
Nick is an international economist, global money manager, author, and contributor on television business news programs. He earned a PhD and MA from Stanford University and BA from UC, Berkeley.
austin kummer

Austin Kummer

Senior Portfolio Manager
Austin is Vice President and Senior Portfolio Manager focusing on portfolio management and research functions within Total Return Fixed Income, Multi-Strategy, Private Debt, and Dividend Equity. He received a BBA from Ohio University and an MBA from Xavier University. He is a CFA charterholder.  

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