Hear from industry experts on timely investment topics, global trends and market analysis to help you make more informed portfolio decisions.

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Are We Getting Ahead of Ourselves?

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

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From the Consultants’ Desk: Quantitative Tightening & Bonds

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

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Fact Checking the Bears

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

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Revenge Spending and a Market U-Turn

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

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From the Consultants' Desk: Allocations in Volatile Markets

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

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Devils, Details, and Market Overhangs

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

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Sell the Angst, Buy the Tanks?

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

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Inflationary Doom Loop?

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

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A Bout of Market Indigestion

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

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From the Consultant’s Desk: Reframing the Growth vs. Value Debate

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

  • November 29, 2021
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From the Consultant’s Desk: 4 Trends Dominating Advisor Portfolios

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

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Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

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