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Value Gap in US Equities Is Widening Again

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.

November 3, 2023 William C. Nygren
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Triple Discount in International Equities

Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.

October 24, 2023 David G. Herro
Don’t Get Caught with Your Shorts Down

Learn why options-based approaches that sell volatility are less risky than shorting volatility as they generate income, eliminate leverage and limit loss.

October 17, 2023
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Cruel September

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

October 13, 2023 Jack Janasiewicz
Corporate Bond Shortage on the Horizon?

Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.

October 4, 2023 Mark J. Cintolo
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Bullwhips and the Extrapolation Effect

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.

September 15, 2023 Jack Janasiewicz
What’s Next for Europe’s Natural Gas Dilemma and Economy?

Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.

September 14, 2023 Matthias Nikaj
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Macro Insights: About That Recession…

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.

September 12, 2023 Brian Hess - Jack Janasiewicz - Garrett Melson
Revalidating the Case for Duration in Fixed Income Portfolios

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.

August 21, 2023 Mark J. Cintolo
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Why Extend Duration: Total Return in Fixed Income

What-if economic scenarios, the yield curve, and fixed income’s role in investor portfolios are part of this extending duration talk with PM Jack Janasiewicz.

August 21, 2023 Jack Janasiewicz
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Recession Outlook: Going, Going, Gone

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.

August 18, 2023 Jack Janasiewicz
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Market Catalysts: Made in the USA

Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.

July 17, 2023 Jack Janasiewicz
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Midyear Outlook: Eve of Disruption?

Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

Returns on Cash May Be Lower Than You Think

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.

June 27, 2023 Mark J. Cintolo
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Outlook & Opportunities: Global Equities

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.

June 20, 2023
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Bear Market Still in Hibernation

Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.

June 15, 2023 Jack Janasiewicz
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Fixed Income Framework: Cyclicality vs. Inflation

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.

May 23, 2023 Mark J. Cintolo
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Shifting Winds – and Fed Pause, Not Pivot

Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.

May 11, 2023 Jack Janasiewicz
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Higher for How Much Longer?

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.

Implications of Credit Suisse Takeover by UBS for Bond Investors

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.

March 23, 2023
Can Confidence in the Financial System Be Restored?

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.

March 21, 2023 Jack Janasiewicz - Garrett Melson
March Madness: Top Picks for Fixed Income Investing

Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.

March 20, 2023 Mark J. Cintolo
Looking Beyond High Yield Bonds for Higher Returns

See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.

February 6, 2023 Mark J. Cintolo
Positioning Portfolios for Fading Inflation

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

October 7, 2022 Mark J. Cintolo - Sean Kaukas
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.

August 8, 2019 Dave Goodsell