Tag: Policy Driven Investing

The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)

The New Rules of Investing: Eric Fuhrman’s Take on Markets, Rates & Sectors (Ep. 140)

Markets are moving on more than just fundamentals. 

Michael Parise sits down with Eric Fuhrman of City National Rochdale to talk about investing in a world driven by tariffs, tax law changes, and shifting Fed policy. Eric shares how CNR’s high-net-worth clients benefit from customized, multi-asset strategies that adjust for both long-term goals and short-term volatility.

You’ll learn why they’re staying market-neutral for now, what sectors look resilient, and how demographic trends and global policy shape opportunities in the U.S. and abroad.

What you’ll take away:

  • How policy changes are moving markets today
  • Why financials and technology stand out right now
  • The case for staying U.S.-focused, at least for now
  • How to position cash from a business sale in this environment
  • And more!

Resources:

Connect with John and Michael Parise:

Connect with Eric Fuhrman:

About Our Guest: 

Mr. Fuhrman joined City National Rochdale in 2022 and has over 20 years of professional investment management experience. He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.

Prior to City National Rochdale, Mr. Fuhrman worked at Rice Hall James & Associates as Chief Investment Officer and Co-Portfolio Manager of the Value/International team. Mr. Fuhrman began his career at HGK Asset Management, serving as an Analyst and Trader before launching the firm’s Small Cap equity strategy in 2007 as lead Portfolio Manager. As a Managing Partner, he was a member of HGK’s Investment Policy Committee, overseeing their Global Equities, Fixed Income, and Private Credit strategies.

Mr. Fuhrman earned his BS in Business Administration from the University of Richmond and his MBA from the Stern School of Business at New York University, where he concentrated in Finance, Economics, and Real Estate. He also holds the Chartered Financial Analyst® and Certified Private Wealth Advisor® designations.

Outside of the office, Mr. Fuhrman enjoys spending time with his family, coaching youth hockey, and serving on the board of Ramapo College’s Student-Managed Investment Fund.