Familiar Factors Present as the VIX® Nears Record Run

Gateway Investment Advisers offers insight on the extended streak of high stock market volatility levels as it approaches the one year mark.

  • March 3, 2021
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Brexit and European Trade: What’s Been Accomplished – and What’s Next?

Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.

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10 Factors to Shape the Recovery with Nouriel Roubini

Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.

  • February 1, 2021
Gateway Insight: How Long Can the Historic Volatility Decline Last?

Reasons behind the 45.90% plummet of volatility in November and why investors shouldn’t consider it an “all clear” sign are analyzed by Gateway Investment Advisers.

  • January 14, 2021
Should Investors Be Leery of Inflation Risk?

Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.

The Case for TIPS in a Post Crisis World

Why higher than target inflation and repricing of long breakevens may be on the horizon, and the impact on TIPS, is explained by Loomis, Sayles & Co. Fixed Income specialists.

  • November 13, 2020
Have Markets Become Addicted to Stimulus?

Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?

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Measuring the Sustainability of US Economic Recovery in COVID Times

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

  • August 24, 2020
The Economy Is Not the Stock Market – by the Numbers

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

  • August 3, 2020
The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

Utility Companies Face Challenges in an Evolving Energy Landscape

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

  • February 13, 2020