Markets
What’s Next for Europe’s Natural Gas Dilemma and Economy?
Revalidating the Case for Duration in Fixed Income Portfolios
Three scenarios for where the yield curve may be at year-end 2024 and the advantages of adding duration to fixed income portfolios today is analyzed.
Why Extend Duration: Total Return in Fixed Income
What-if economic scenarios, the yield curve, and fixed income’s role in investor portfolios are part of this extending duration talk with PM Jack Janasiewicz.
Recession Outlook: Going, Going, Gone
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
New Environment Supports Strong First Half
Analysis shows how higher interest rates and equity market volatility have benefited Gateway’s options-based strategies in 2023.
For the Times, They Have Changed
Even with a pause in the rate hikes and improving data releases, investors should not expect a return to the recent period of ultra-low rates.
Market Catalysts: Made in the USA
Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Returns on Cash May Be Lower Than You Think
While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.
Outlook & Opportunities: Global Equities
Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.
Bear Market Still in Hibernation
Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.
Fixed Income Framework: Cyclicality vs. Inflation
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
Shifting Winds – and Fed Pause, Not Pivot
Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.
Bank Failures and Narrative Whiplash
Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
Implications of Credit Suisse Takeover by UBS for Bond Investors
Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.
Can Confidence in the Financial System Be Restored?
As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.
March Madness: Top Picks for Fixed Income Investing
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
The Market Giveth, the Market Taketh
Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
Goldilocks vs. the Bears
Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.
Looking Beyond High Yield Bonds for Higher Returns
See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.
Ruminations on SEC Rulemaking
ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.
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.
Positioning Portfolios for Fading Inflation
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
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.
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.