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Hear from industry experts on timely investment topics, global trends and market analysis to help you make more informed portfolio decisions.

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A Tale of Two Halves

Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.

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This Time It’s Not the Same

Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.

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Peak Everything?

Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.

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Peak Growth, the End of US Exceptionalism, and More

Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.

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Banking, Finance, and the Biden Agenda: What’s Ahead?

Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.

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Post-Crisis Washington: How Might Politics Inform New Legislation?

According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.

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Housing Finance Reform and the Biden White House: What’s Next?

A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.

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View from Washington: US Foreign Policy under President Biden

Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.


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