31 Years of Lessons: Northwestern Mutual CIO Brent Schutte on Markets, Cycles, and Diversification
In this episode of Excess Returns, we sit down with Brent Schutte, CIO of Northwestern Mutual, to discuss the current macro landscape and what it means for investors. Brent shares his balanced perspective on the Fed, inflation, tariffs, concentration risk in markets, and why diversification may be more important now than ever. With over 30 years of investing experience, Brent provides valuable lessons from past cycles that help put today’s environment in context.
The Fed’s dual mandate and why both inflation and unemployment risks matter
How tariffs could reshape growth and inflation dynamics…
The skinny
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