US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.
Current interest rate and volatility dynamics enable index options-based strategies to generate meaningful cash flow and improved risk-adjusted return.
Gateway’s Chief Investment Strategist analyzes historical bond market data for clues to real returns in high-inflation environments.
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.
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.
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.
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.
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
Gateway’s Chief Investment Strategist analyzes 60 years of stock market data following significant drawdowns for clues to performance in 2023 and beyond.
Gateway’s Chief Investment Strategist describes how the volatility across stocks and bonds in 2022 was beneficial for index option writing strategies.
Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.
See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.
ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.
Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
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.
Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
Gateway’s Chief Investment Strategist examines how the use of “zero days to expiration” index option strategies may be fueling equity market volatility.
Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.
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.
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.
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
Gateway’s Chief Investment Strategist explains why higher implied volatility doesn’t necessarily imply persistently falling equity markets.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
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.
Gateway’s Chief Investment Strategist analyzes six decades of stock and bond returns, providing historical context for the first six months of 2022.
With recession looming, central bank policy is a linchpin in H2 prospects.
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.