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A Tale of Two Halves

Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.

Volatility Is Where You Find It

While equity market volatility appears calm on the surface, a closer look at sector-specific volatilities may be telling a different story.

  • September 2, 2021
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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.