Macro Outlook: Catalysts, Confidence & Cuts

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

April 1, 2024 Brian Hess - Jack Janasiewicz
Quality Comparison: Minimum Volatility and High Dividend

Historical analysis shows how the equity Quality factor has outperformed Minimum Volatility and High Dividend factors since 1995.

March 26, 2024
  • Financial Professional content – requires login
  • Listen
    Bubble Trouble?

    Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.

    March 12, 2024 Jack Janasiewicz
    What’s It Take to Be an AI Winner?

    AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

    February 22, 2024
    Avoid Distraction This Election Year

    Is the stock market more volatile during US presidential election years? A closer look at 2000, 2008 and 2020 offers some perspective.

    February 21, 2024
  • Financial Professional content – requires login
  • Listen
    Herding Hawks at the Fed

    Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.

    February 13, 2024 Jack Janasiewicz
    Plan Ahead for Tighter Spreads

    As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.

    February 12, 2024 Mark J. Cintolo
    What’s Behind the Value Advantage of International Stocks?

    International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.

    February 9, 2024 David G. Herro
    Can You Bank on US Financial Stocks for Value?

    Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.

    February 8, 2024
    Sustainable Investing: Transformational trends to watch

    Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.

    January 17, 2024 Jens Peers
    What Really Matters in 2024

    Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.

    January 10, 2024 Jack Janasiewicz
    Portfolio Manager Insights: Themes & Risks for 2024

    From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.

    December 26, 2023
    Managing Equity Market Volatility in 2024

    Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.

    December 22, 2023 Michael T. Buckius
    Going Where the Value Is Greater: International Equities

    Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

    December 21, 2023 David G. Herro
    Could Small Cap Stocks Be a Sweet Spot in 2024?

    Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

    December 21, 2023 Chris D. Wallis
    Macro Outlook: Turn the Page

    Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

    Rate Cuts on the Horizon?

    The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

    December 15, 2023 Jack Janasiewicz
    Straight Talk on the Treasury Market

    Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

    November 17, 2023 Jack Janasiewicz
    Value Investing Amid a Turbulent Fixed Income Climate

    View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.

    November 7, 2023
    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
    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
    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
    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
    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
    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
    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
    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
    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