International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.
Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.
Great expectations for rate cuts in 2024 have prompted cheers from investors – but reality and uncertainty may call for risk management.
A focus on high quality stocks enables investors to harness the benefits of healthy firms exhibiting strong profitability, balance sheets and fundamentals.
Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.
Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.
Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.
Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.
A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.
Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
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.
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.
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.
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.
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
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.
See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
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.