Equities
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.
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.
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.
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.
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.
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.
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.
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.
The Market Giveth, the Market Taketh
Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Monetary Policy Outlook Lifts Volatility Expectations
Gateway’s Chief Investment Strategist explains why higher implied volatility doesn’t necessarily imply persistently falling equity markets.
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.
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.
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.
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.
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Inflation Protection: An Equity-Centric View
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
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?
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.