Daniel Pozen
Equity Portfolio Manager

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Equity Economic cycle Volatility COVID Quick Take
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Recession risks and markets: Can we avoid a COVID hangover?

Current earnings forecasts and asset prices suggest overly optimistic expectations for the global economy and markets in 2023, according to Equity Portfolio Manager Dan Pozen.

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Daniel Pozen

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Quick Take
2023-11-30
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stock-based-compensation-and-the-tech-sector
Article Macro and market Innovation Equity Information technology Fundamental equity Large cap Business practices
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Stock-based compensation and the tech sector
We explore how stock-based compensation may be creating underappreciated risks for investors, companies, and boards as we potentially enter a more challenging environment for tech stocks.
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Daniel Pozen

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Article
2023-07-31
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