Podcasts

Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.

If the Federal Reserve is no longer buying bonds, what happens to bond prices?

Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.

Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.

How inflation, volatile markets, recession fears, and ongoing uncertainty are affecting allocation decisions in financial advisors’ portfolios.

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.

Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.

Portfolio consultants discuss record high equity allocations, economic cycle dynamics, and the growing popularity of alternatives and model portfolios.