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
US Inflation Tracker

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

August 16, 2023 Jack Janasiewicz - Garrett Melson
New Environment Supports Strong First Half

Analysis shows how higher interest rates and equity market volatility have benefited Gateway’s options-based strategies in 2023.

August 15, 2023
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  • For the Times, They Have Changed

    Even with a pause in the rate hikes and improving data releases, investors should not expect a return to the recent period of ultra-low rates.

    August 3, 2023
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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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    Bank Failures and Narrative Whiplash

    Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.

    April 12, 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
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    The Market Giveth, the Market Taketh

    Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.

    March 10, 2023 Jack Janasiewicz
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    Goldilocks vs. the Bears

    Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.

    February 14, 2023 Jack Janasiewicz
    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
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    Ruminations on SEC Rulemaking

    ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.

    January 13, 2023
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    What’s Ahead for Global Equities in 2023?

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

    November 30, 2022 Chris D. Wallis
    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
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    Are We There Yet? Pulse Check: Macro, Markets & Inflation

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

    September 15, 2022 Jack Janasiewicz - Garrett Melson
    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