Chief Investment Officer Paul Moroz shares takeaways from the Research’s team annual post-mortem discussions.

Highlights:

• The cyclical—and long-term—aspect to investment learnings
• Why interest rake hikes were a big factor and topic of conversation
• “Fishtailing” and the difficulties of trying to right-size information
• How emotional intelligence makes for better decision making
• “Simplify, clarify, focus” and offsetting the toll of complexity in processes