The Influence of Inflation, Interest Rates and Fed Policy on Investor Behavior in All Asset Classes

In the Media

Dryden Pence, Chief Investment Officer, Pence Capital Management- 3rd party Portfolio Manager for Advisor Asset Management (AAM), Ben Slavin, Global Head of ETFs, Asset Servicing at BNY Mellon, Katrina Schmaltz, CFA, CPA, Managing Director and Portfolio Strategist at Nuveen, and Lydia Boussour, Senior Economist at EY, join Jill Malandrino on Nasdaq TradeTalks to examine the influence of inflation, interest rates and Fed policy on investor behavior in all asset classes.

(Source: NASDAQ Trade Talks)

06/10/2024

Disclosure:

Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California
that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT)
product sponsors, as well as, asset management model development offered through LPL Financial
LLC’s (“LPL Financial”) Manager Select program. PCM’s Chief Investment Officer is Dryden Pence.
Dryden Pence is a registered representative with and securities and advisory services offered through
LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. PCM is not affiliated with LPL
Financial.

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All performance referenced is historical and is no guarantee of future results. All indices referenced, if
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The economic forecasts set forth in this material may not develop as predicted and there can be no
guarantee that strategies promoted will be successful.

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market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and
bonds are subject to availability and change in price. No strategy assures success or protects against
loss.

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