Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
Natixis government affairs specialist Susan Olson outlines the nuts and bolts of the long-awaited Inflation Reduction Act.
Gateway’s Chief Investment Strategist examines the historical relationship between equity market volatility levels and recessions.
Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.
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.
AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.
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.
Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.
Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.
Today’s volatility markets have more in common with trends of the late 1990s than with levels seen in the 2010s.
Gateway’s Chief Investment Strategist examines whether today’s stock market volatility is a sign of resiliency or a precursor to the next bear market.
Can Congress find common ground on budget, China, retirement bills? Natixis government affairs specialist Susan Olson optimistically walks us through.
Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.
Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.
Congress dropped the ball on Biden’s climate agenda. Government affairs expert Susan Olson discusses how the SEC or DOL may succeed where Congress failed.
Performance impact of market selloffs and rallies across asset classes and trend-following strategies is analyzed.
Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.
Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.
Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.
Chief Investment Strategist at Gateway Investment Advisers offers perspective on market turbulence and Gateway's low volatility equity strategies.
How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.
Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.
Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
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.