Market Minutes Recap – Inflation Print Rattles Investors. Is There an Opportunity for Your Portfolio?

Listen to this week’s Key Wealth Matters podcast to hear Chief Investment Officer George Mateyo’s observations on portfolio construction tools to consider as near-term market volatility intensifies. The team also reflects on the latest headlines and shares one example of the good happening in the world despite economic uncertainty.
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center

  • 01:10 – Review of key economic data
  • 02:04 – Stock market observations and impact of August's inflation print
  • 05:32 – Outlook for the Fed tightening cycle
  • 13:22 – Portfolio construction ideas and new tools to consider 
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