Markets
Peak Fed Hawkishness – and Beyond
Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.
Three Top Investor Concerns for 2022
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Will Washington’s Wild Ride Continue in 2022?
DC insider Bob Marsh shares insight with our Government Relations specialist on Trump’s grip on the Republican Party, Biden’s approval problem, and mid-terms.
Curb Appeal of Real Estate Markets in 2022
Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.
2022 Policy & Politics Outlook: Bipartisanship to Brinksmanship
With midterm elections looming, our government relations expert lays out the complex dynamics of an exciting and challenging 2022 agenda in Washington, D.C.
Stranger Things: Macro & Market Outlook 2022
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
Public Policy: Future of Build Back Better Act
The Infrastructure Bill has passed. Can Congress do the same for the Build Back Better Act, and how do Democrats’ November defeats bode for 2022 midterms?
Trend Follower Insight: Three Themes of 2021
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
What’s Ahead for Global Stock Markets in 2022?
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
November Sentiment Swing – Sell Now, Ask Questions Later
Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.
Have You Seen the Writing on the Wall of Worry: Outlook 2022
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
Trick or Treat? October Reversal
Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.
David Herro on Value Catalysts in Global Markets
Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.
Are Changes to Retirement Savings Coming Soon?
Major retirement savings changes currently being worked on by Congress are explained by Natixis’ government relations specialist.
Will Build Back Better Act Raise Your Taxes?
What’s inside this massive infrastructure and social plan and proposed tax hikes to pay for it are explored by Natixis’ government policy specialist.
The Realities of Realizing Risk
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
- September 30, 2021
- Kathryn M. Kaminski
Policy & Politics: Congress’ Massive Year-End Agenda
Herculean efforts needed to pass historic infrastructure and social policy legislation, as well as budget and debt ceiling items, are explained.
7 Back-to-School Market Lessons For Investors
Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
A Tale of Two Halves
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.
Where’s the Value in This Phase of the Recovery?
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
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.
7 International Investing Insights from David Herro
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Natixis Strategist Midyear Outlook
Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.
From the Consultant’s Desk: What’s happening under the surface?
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
Value in a Reopening World with Bill Nygren
CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.
Emerging Markets: Old Myths and New Realities
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Roaring 20s or Economic Slowdown Ahead?
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG
Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
What, How, Why: Understanding the GameStop Frenzy
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
Finding Value Opportunities in the Pandemic Economy
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.