U.S. Policy Outlook: Assessing the Known Unknowns and Searching for the Unknown Unknowns

On February 17, 2022, CFA Society Boston hosted Francis (Frank) Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm that advises corporations and institutional investors with insights on public policy, global markets, and macroeconomics. In this timely presentation (which notably took place just mere days ahead of Russia’s invasion of Ukraine), Frank shared his outlook on the current regulatory environment in the U.S., fiscal policy, the 2022 mid-term elections, and, rather fortuitously, the geopolitical landscape.