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No Cuts? No Problem.

Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.

April 18, 2024 Brian Hess - Jack Janasiewicz
US Inflation Tracker

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

April 15, 2024 Jack Janasiewicz - Garrett Melson
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Macro Outlook: Catalysts, Confidence & Cuts

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

April 1, 2024 Brian Hess - Jack Janasiewicz
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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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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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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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Rate Cuts on the Horizon?

The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

December 15, 2023 Jack Janasiewicz
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Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

November 17, 2023 Jack Janasiewicz
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Fixed Income Yields and Drivers

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

October 18, 2023 Mark J. Cintolo - Kevin McCullough
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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
Psst… Check Out Small Cap Stocks

Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.

September 29, 2023 Gregory V. Kanarian Financial Professional content – requires login
Credit Where It’s Due

Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.

September 15, 2023 Kevin McCullough Financial Professional content – requires login
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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
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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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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
5 Ways to Prepare Your Bond Portfolio for a Recession

As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.

November 3, 2022 Mark J. Cintolo Financial Professional content – requires login
Positioning Portfolios for Fading Inflation

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

October 7, 2022 Mark J. Cintolo - Sean Kaukas
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