Markets

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

While investors are weary of this down market, veteran equity value investor Bill Nygren shares why this landscape presents attractive opportunities.

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

Government affairs specialist Susan Olson and political expert Bob Marsh dive into the issues, the Trump factor, and shifting momentum of Midterms 2022.

Government affairs expert Susan Olson analyzes what promises to be an unpredictable midterm given unprecedented issues, Trump, and plain old math.

Susan Olson talks housing with an industry expert. Despite short supply, rising interest rates, and regulatory challenges, the long-term view is optimistic.

Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.

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

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.

Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.

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.

AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.

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

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

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

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

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

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

AEW Research Director Mike Acton, CFA^® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

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.