Summary: Christine Horoyski and Craig MacAdam provide an overview of the current macroeconomic environment and provide an institutional perspective on managing assets through this stage of the cycle. Ms. Horoyski is an active fixed-income manager who develops a one-to-three-month outlook for interest rates and the shape of the yield curve and tactically rebalances her funds accordingly. Mr. MacAdam is an active equity manager who blends fundamental, quantitative and technical tools in a systematic and disciplined manner to manage equities.
