Macroeconomics
Peak Fed Hawkishness – and Beyond
Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.
Three Top Investor Concerns for 2022
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
2022 Policy & Politics Outlook: Bipartisanship to Brinksmanship
With midterm elections looming, our government relations expert lays out the complex dynamics of an exciting and challenging 2022 agenda in Washington, D.C.
Stranger Things: Macro & Market Outlook 2022
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
Public Policy: Future of Build Back Better Act
The Infrastructure Bill has passed. Can Congress do the same for the Build Back Better Act, and how do Democrats’ November defeats bode for 2022 midterms?
Trend Follower Insight: Three Themes of 2021
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
November Sentiment Swing – Sell Now, Ask Questions Later
Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.
Have You Seen the Writing on the Wall of Worry: Outlook 2022
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Trick or Treat? October Reversal
Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.
The Shift from Growth & Value to Business Cycle Investing
Evaluating equity exposures in the context of their response to the business cycle can lead to better portfolio construction.
- November 2, 2021
- David T. Reilly
A Tale of Two Halves
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.
This Time It’s Not the Same
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.