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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.

The Inflation Reduction Act of 2022 Summarized

Natixis government affairs specialist Susan Olson outlines the nuts and bolts of the long-awaited Inflation Reduction Act.

  • September 7, 2022
Try Not To Think About Elephants

Gateway’s Chief Investment Strategist examines the historical relationship between equity market volatility levels and recessions.

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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.

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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.

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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.

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.

Strategist Outlook: The End of Easy Money

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

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Fact Checking the Bears

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

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Shift of Dismay: Inflation, Markets & Volatility at Midyear

Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

Market Volatility and Fashion Trends – Back to the 1990s?

Today’s volatility markets have more in common with trends of the late 1990s than with levels seen in the 2010s.

Rare Trend in US Stock Market Volatility Index

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.

Congress in the Heat of Summer Bipartisan Dealmaking

Can Congress find common ground on budget, China, retirement bills? Natixis government affairs specialist Susan Olson optimistically walks us through.

  • June 22, 2022
That Was a Doozy: The Fed's 75bp Rate Hike and Inflation

Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.

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Revenge Spending and a Market U-Turn

Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.

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Can the Regulators Advance President Biden’s Climate Agenda?

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.

  • May 18, 2022
Macro Uncertainty and Managed Futures: Navigating the Extremes

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

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Devils, Details, and Market Overhangs

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

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.

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Sell the Angst, Buy the Tanks?

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

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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.

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Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

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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.

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Inflationary Doom Loop?

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

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Money Life's Jaffe Interviews David Jilek

Chief Investment Strategist at Gateway Investment Advisers offers perspective on market turbulence and Gateway's low volatility equity strategies.

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.

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A Bout of Market Indigestion

Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.

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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.

  • December 23, 2021
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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.

  • December 20, 2021
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.

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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.

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.

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.

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.