Watch
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
Watch
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
Listen
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
Protection for Less

Investment strategies that combine equity market exposure with positive net cash flow may benefit from a new, higher rate environment.

September 19, 2023
  • Financial Professional content – requires login
  • Listen
    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
    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
    Watch
    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
    Watch
    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
    Listen
    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
    Listen
    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
    Watch
    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
    Watch
    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
    Listen
    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
    Listen
    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
    Listen
    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
    Listen
    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
    Watch
    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
    Watch
    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
    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