Monetary Policy Outlook Lifts Volatility Expectations

Gateway’s Chief Investment Strategist explains why higher implied volatility doesn’t necessarily imply persistently falling equity markets.

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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.

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Higher for Longer

Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.

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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.

Try Not To Think About Elephants

Gateway’s Chief Investment Strategist examines the historical relationship between equity market volatility levels and recessions.

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Are We Getting Ahead of Ourselves?

Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.

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Market Drivers and Value in Global Equities

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.

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.

A New Era? Volatility and Market Performance Since 1960

Gateway’s Chief Investment Strategist analyzes six decades of stock and bond returns, providing historical context for the first six months of 2022.

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Fact Checking the Bears

Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.

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Shift of Dismay: Inflation, Markets & Volatility at Midyear

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

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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
Rare Trend in US Stock Market Volatility Index

Gateway’s Chief Investment Strategist examines whether today’s stock market volatility is a sign of resiliency or a precursor to the next bear market.

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Revenge Spending and a Market U-Turn

Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.

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Sustainable Investment Perspectives

Global events and trends – such as electric vehicles and water security – driving ESG investments are highlighted by Mirova PM Amber Fairbanks.

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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
Are Stocks a Better Value Than Bonds?

Analysis of whether the equity market selloff has improved stock valuations relative to bonds.

Eyeing Sustainable Investments Amidst Market Turbulence

How market turbulence is impacting sustainable investments and uncovering opportunities is discussed by Mirova PM Amber Fairbanks.

Diversification? The Last Free Lunch is Getting Leaner

500 names in an index isn’t offering broad diversification today. That’s why maintaining factor diversification is key to Vaughan Nelson’s Select approach.

  • May 19, 2022
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Devils, Details, and Market Overhangs

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

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Sell the Angst, Buy the Tanks?

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

Inflation Protection: An Equity-Centric View

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

Tax Management Update Q1 2022

Analysis of recent tax loss harvesting opportunities and overview of potential changes in tax legislation from the billionaire tax to SECURE 2.0.

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Equity Outlook: Get Ready for Volatility & Value Plays

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

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Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

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Inflationary Doom Loop?

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

Customized Equity Portfolios Invest for Racial Equality

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • March 9, 2022
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Money Life's Jaffe Interviews David Jilek

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

Concentration and Active Management Distinguish US Equity ETF

Q&A with Scott Weber, Co-Portfolio Manager of the Natixis Vaughan Nelson Select ETF (VNSE).

Sharpe-Weighting: An Alternative Portfolio Construction Technique

Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.

  • January 18, 2022
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Portfolio Rebalancing in Uncertain Times

Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.

  • January 6, 2022
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Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Valuations and Fundamentals: A Historical Perspective

While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.

Opportune Time to Revisit REITs

REITs can provide a diversified source of income, an inflation hedge and growth potential – but they are often missing from investor portfolios.

Asset Allocator’s Guide to Equity Diversification Strategies

Investors concerned about offsetting equity risk may want to look beyond traditional assets like dividend-paying stocks, gold, and core fixed income funds.

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From the Consultant’s Desk: Reframing the Growth vs. Value Debate

Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.

  • November 29, 2021
Portfolio Construction with ESG: Buy, Renovate or Build?

Learn about three ways to create an investment portfolio with an ESG (environmental, social, governance) focus.

Who Are the Builders of a Sustainable World?

Jens Peers, CEO of Mirova US, explains his team’s approach to identifying opportunities and why sustainability is an important driver of outperformance.

Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Five Institutional Investment Trends to Watch

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