Runway for a Soft Landing?

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

December 14, 2022 Jack Janasiewicz
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
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
What’s Ahead for Global Equities in 2023?

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

November 30, 2022 Chris D. Wallis
Is the Index Option Market Creating Volatility?

Gateway’s Chief Investment Strategist examines how the use of “zero days to expiration” index option strategies may be fueling equity market volatility.

November 17, 2022 D. David Jilek
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    Public Enemy #1: Inflation

    Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

    November 8, 2022 Jack Janasiewicz
    Policy & Politics Podcast Midterms 2022: A Wild Ride Ahead

    Government affairs specialist Susan Olson and political expert Bob Marsh dive into the issues, the Trump factor, and shifting momentum of Midterms 2022.

    October 26, 2022
    Are Equities On Sale?

    Gateway’s Chief Investment Strategist examines today’s low price-to-earnings ratio of the S&P 500® in the context of historical equity returns.

    October 18, 2022 D. David Jilek
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    Policy & Politics Podcast: A Deep Dive into Today’s Housing Market with an Industry Expert

    Susan Olson talks housing with an industry expert. Despite short supply, rising interest rates, and regulatory challenges, the long-term view is optimistic.

    October 14, 2022
    King Dollar and the Double Whammy

    Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.

    October 11, 2022 Jack Janasiewicz
    Positioning Portfolios for Fading Inflation

    As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

    October 7, 2022 Mark J. Cintolo - Sean Kaukas
    Monetary Policy Outlook Lifts Volatility Expectations

    Gateway’s Chief Investment Strategist explains why higher implied volatility doesn’t necessarily imply persistently falling equity markets.

    September 27, 2022 D. David Jilek
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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
    Higher for Longer

    Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.

    September 13, 2022 Jack Janasiewicz
    Are We Getting Ahead of Ourselves?

    Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.

    August 9, 2022 Jack Janasiewicz
    Market Drivers and Value in Global Equities

    What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

    July 29, 2022 Chris D. Wallis
    Managed Futures and Market Stress

    AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.

    July 21, 2022 Kathryn M. Kaminski
    A New Era? Volatility and Market Performance Since 1960

    Gateway’s Chief Investment Strategist analyzes six decades of stock and bond returns, providing historical context for the first six months of 2022.

    July 21, 2022 D. David Jilek
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  • Strategist Outlook: The End of Easy Money

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

    July 19, 2022 Dave Goodsell
    Fact Checking the Bears

    Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.

    July 14, 2022 Jack Janasiewicz
    Macro Uncertainty and Managed Futures: Navigating the Extremes

    Performance impact of market selloffs and rallies across asset classes and trend-following strategies is analyzed.

    May 16, 2022 Kathryn M. Kaminski
    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
    Equity Outlook: Get Ready for Volatility & Value Plays

    Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

    April 7, 2022 Chris D. Wallis
    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
    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
    Off Ramps for Russia and Markets

    Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

    March 15, 2022 Garrett Melson
    Macro Consequences of Russia's Invasion

    How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

    What Russia's Reach into Ukraine May Mean for Markets

    Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

    February 24, 2022 Jack Janasiewicz - Garrett Melson
    Welcome to the Meh Market

    After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

    August 8, 2019 Dave Goodsell