Lower, Not Low: An Examination of Recent Volatility Trends

The current trend in stock market volatility may benefit strategies that sell index-based call options, such as those offered by Gateway.

May 25, 2023 Financial Professional content – requires login
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Value Investing Insight: Banking Dilemmas and Discounts

Bank failures, deeply discounted European financial stocks, and interest rate tailwinds for big US banks are explored by Harris Associates’ value investors.

May 18, 2023 Jason E. Long
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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
Capitalizing on Steady Turbulence

Current interest rate and volatility dynamics enable index options-based strategies to generate meaningful cash flow and improved risk-adjusted return.

May 10, 2023 Financial Professional content – requires login
Between Rocky Volatility and an Inflationary Hard Place

Gateway’s Chief Investment Strategist analyzes historical bond market data for clues to real returns in high-inflation environments.

April 25, 2023 Financial Professional content – requires login
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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
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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.

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A Two-Part Framework to Explain Equity Performance

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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The Market Giveth, the Market Taketh

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.

March 10, 2023 Jack Janasiewicz
Historical Analysis of Market Drawdowns

Gateway’s Chief Investment Strategist analyzes 60 years of stock market data following significant drawdowns for clues to performance in 2023 and beyond.

February 28, 2023 Financial Professional content – requires login
Option Writing Premiums: Bright Spot in a Dark Year

Gateway’s Chief Investment Strategist describes how the volatility across stocks and bonds in 2022 was beneficial for index option writing strategies.

February 27, 2023 Financial Professional content – requires login
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Goldilocks vs. the Bears

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.

February 14, 2023 Jack Janasiewicz
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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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Sustainable Investing Trends for 2023 and Beyond

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

January 13, 2023 Jens Peers
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Disinflation Pipeline and the Phillips Curve Fed

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.

January 10, 2023 Jack Janasiewicz
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Financial Portfolios Adapt to Inflation, Rough Markets

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.

January 10, 2023 James Kelly - Kevin McCullough
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Runway for a Soft Landing?

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

December 14, 2022 Jack Janasiewicz
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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
Is the Index Option Market Creating Volatility?

Gateway’s Chief Investment Strategist examines how the use of “zero days to expiration” index option strategies may be fueling equity market volatility.

November 17, 2022 Financial Professional content – requires login
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Public Enemy #1: Inflation

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

November 8, 2022 Jack Janasiewicz
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From the Consultants’ Desk: Trends in the Private Equity Market

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.

October 28, 2022 Mark J. Cintolo - Kevin McCullough
Are Equities On Sale?

Gateway’s Chief Investment Strategist examines today’s low price-to-earnings ratio of the S&P 500® in the context of historical equity returns.

October 18, 2022 Financial Professional content – requires login
Monetary Policy Outlook Lifts Volatility Expectations

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

September 27, 2022 Financial Professional content – requires login
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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.

September 15, 2022 Jack Janasiewicz - Garrett Melson
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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
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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.

July 29, 2022 Chris D. Wallis
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
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.

July 21, 2022 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
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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?

December 20, 2021 Mark J. Cintolo Financial Professional content – requires login
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.

October 20, 2021 Mark J. Cintolo - Sean Kaukas 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