Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.
While equity market volatility appears calm on the surface, a closer look at sector-specific volatilities may be telling a different story.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
Learn why a low-volatility equity strategy may be a good way to address the potential uncertainty in the second half of 2021.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Why higher than target inflation and repricing of long breakevens may be on the horizon, and the impact on TIPS, is explained by Loomis, Sayles & Co. Fixed Income specialists.