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Bubble Trouble?

Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.

March 12, 2024 Jack Janasiewicz
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Does the 60/40 portfolio still work?

Decreased volatility, return potential, and bonds in the 60/40 portfolio are analyzed by Harris Associates’ managers.

March 7, 2024 William C. Nygren
Opportunity Knocks in International Stocks

While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.

February 27, 2024 David T. Reilly
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What’s It Take to Be an AI Winner?

AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

February 22, 2024
Avoid Distraction This Election Year

Is the stock market more volatile during US presidential election years? A closer look at 2000, 2008 and 2020 offers some perspective.

February 21, 2024 Financial Professional content – requires login
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Herding Hawks at the Fed

Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.

February 13, 2024 Jack Janasiewicz
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What’s Behind the Value Advantage of International Stocks?

International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.

February 9, 2024 David G. Herro
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Can You Bank on US Financial Stocks for Value?

Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.

February 8, 2024
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Five Institutional Trends Dominated in 2H 2023

How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.

January 29, 2024 Mark J. Cintolo Financial Professional content – requires login
Expectations vs. Reality

Great expectations for rate cuts in 2024 have prompted cheers from investors – but reality and uncertainty may call for risk management.

January 24, 2024 Financial Professional content – requires login
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Sustainable Investing: Transformational trends to watch

Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.

January 17, 2024 Jens Peers
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What Really Matters in 2024

Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.

January 10, 2024 Jack Janasiewicz
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Managing Equity Market Volatility in 2024

Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.

December 22, 2023 Michael T. Buckius
Growth Is Where You Find It: A Look at 2024 Earnings Growth

Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.

December 22, 2023 David T. Reilly
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Going Where the Value Is Greater: International Equities

Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

December 21, 2023 David G. Herro
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Could Small Cap Stocks Be a Sweet Spot in 2024?

Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

December 21, 2023 Chris D. Wallis
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2024 Investment Idea: Quality/Growth

Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.

December 21, 2023 Mark J. Cintolo - Sean Kaukas
Bright Spot: Emerging Market Small Cap Stocks

Small emerging market companies have outperformed their large EM counterparts – and the S&P 500® – over the past year.

December 15, 2023 Sean Kaukas
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

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Portfolio Allocation Trends – Q3 2023

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

November 22, 2023 Sean Kaukas - Kevin McCullough
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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
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Trading Time for Value

How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.

October 27, 2023 Chris D. Wallis - Scott J. Weber
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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
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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
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Equity Strategy Chooses Companies Investing for the Future

Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.

September 15, 2023 Jens Peers
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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 Jack Janasiewicz
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
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Portfolio Construction: Growth & Cyclical Stocks

Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

August 25, 2023 Mark J. Cintolo - Sean Kaukas
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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
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Five Institutional Investment Trends – Midyear 2023

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

July 25, 2023 Mark J. Cintolo Financial Professional content – requires login
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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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Listen to Our Experts Explain the Framework

Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

March 15, 2023 Mark J. Cintolo - Sean Kaukas
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Observations on Five Institutional Investing Trends

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

February 6, 2023 Mark J. Cintolo Financial Professional content – requires login
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From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

September 1, 2022 Mark J. Cintolo - Kevin McCullough
Institutional Investing Trends Observed at Midyear 2022

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

July 22, 2022 Mark J. Cintolo Financial Professional content – requires login
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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

June 28, 2022
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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

June 9, 2022
Inflation Protection: An Equity-Centric View

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

April 12, 2022 Mark J. Cintolo - Sean Kaukas
5 Investment Trends in US Advisor Portfolios – Spring 2021

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

March 5, 2021 Mark J. Cintolo Financial Professional content – requires login
Five Institutional Investment Trends to Watch

Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

March 3, 2021 Mark J. Cintolo Financial Professional content – requires login