Markets

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

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.

Natixis government affairs specialist Susan Olson outlines the nuts and bolts of the long-awaited Inflation Reduction Act.

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 strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.

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.

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

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.

Chief Investment Strategist at Gateway Investment Advisers offers perspective on market turbulence and Gateway's low volatility equity strategies.

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.