Barry is a disciplined Portfolio Manager who combines strategic vision with analytic rigor and sound judgment. He has strong quantitative modeling skills tempered by a drive to understand the implicit qualitative assumptions behind every number. Barry has multidisciplinary perspective on the psychology of markets, drawing on a background in philosophy, history, politics, rhetoric, and behavioral finance. He is a team builder who seeks to bring out the best in people, both intellectually and in the passion they bring to their work. Experienced and effective communicator across a wide range of audiences.
We see a first quarter peak in inflation, Fed bond purchases to end in March/April, and liftoff potentially in September 2022.16 December 2021