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March 22 Fed Meeting Recap

Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

March 23, 2023 Garrett Melson
Credit Suisse and the Implications for European Banking

While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.

March 16, 2023
Why Everyone's Talking About… Bonds

The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?

March 8, 2023
Why Everyone's Talking About… Recession

The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?

February 6, 2023
Outlook: A Volatile Start Could Present Opportunities in 2023

Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.

February 3, 2023
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Expect Positive Trends for Corporate Bonds in 2023

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

December 13, 2022 Garrett Melson
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Outlook or Look Out! Macro Analysis for 2023

Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

December 9, 2022 Jack Janasiewicz - Garrett Melson
DNCA: Convictions & Outlook - Q3 2022

Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.

October 17, 2022 Financial Professional content – requires login
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Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

July 19, 2022 Dave Goodsell
Managed Futures and Macro Uncertainty: Navigating the Extremes

AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.

May 18, 2022 Financial Professional content – requires login
Can Big Tech Earnings Calm Market Fears?

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

April 26, 2022 Jack Janasiewicz - Garrett Melson
DNCA: Convictions & Outlook - Q1 2022

Read our affiliate’s views at the end of the first quarter 2022.

April 26, 2022 Financial Professional content – requires login
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A New Age for Geopolitics and Global Markets

Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.

April 8, 2022 Matthew J. Eagan
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Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

March 30, 2022
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Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

March 25, 2022 Jack Janasiewicz - Garrett Melson
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Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends

AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

March 22, 2022 Michael J. Acton
AlphaSimplex: Trends Everywhere 2020

Taking a look at what trends worked well in 2020.

February 5, 2021 Financial Professional content – requires login