In the first year of COVID-19, CAIS IQ regularly caught up with Shannon Saccocia, Chief Investment Officer at Boston Private. We talked pent-up demand, politics, and the pandemic, among other investment themes and macro trends that were shaping the world around us. As the delta variant makes its way across the country, threatening the recovery of the economy: what are the potential opportunities – and challenges – for investors that lie ahead?

Hear Shannon's views on:

• Recognizing how analyst views and estimates are formed in a once-in-a-century pandemic
• Underscoring the importance of portfolio management discipline even and especially when markets reach all-time highs
• Appreciating how The Why of Wealth may now be forever-changed in light of last year’s global events

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