Hear from top industry experts and get the insight you need to propel your business forward and make more informed portfolio decisions. Topics include global trends, market analysis, and portfolio manager perspectives on equities, fixed income, alternatives and ESG investing—as well as investor sentiment, retirement, and asset allocation.


Quarterly Fund Manager Podcasts
Stay well informed on market action, allocation decisions and portfolio performance each quarter with portfolio managers from affiliates including Gateway, Harris Associates, Loomis, Sayles & Co., Mirova, Vaughan Nelson, and more.

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Latest Episodes

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What Really Matters in 2024

Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.

January 10, 2024 Jack Janasiewicz
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2024 Investment Idea: Quality/Growth

Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.

December 21, 2023 Mark J. Cintolo - Sean Kaukas
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Rate Cuts on the Horizon?

The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

December 15, 2023 Jack Janasiewicz
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Portfolio Allocation Trends – Q3 2023

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

November 22, 2023 Sean Kaukas - Kevin McCullough
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Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

November 17, 2023 Jack Janasiewicz
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Portfolio Construction – What Role Should Fixed Income Play?

Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

November 13, 2023 Mark J. Cintolo - Kevin McCullough
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Fixed Income Yields and Drivers

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

October 18, 2023 Mark J. Cintolo - Kevin McCullough
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Cruel September

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

October 13, 2023 Jack Janasiewicz
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Bullwhips and the Extrapolation Effect

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.

September 15, 2023 Jack Janasiewicz
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Recession Outlook: Going, Going, Gone

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.

August 18, 2023 Jack Janasiewicz
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Five Institutional Investment Trends – Midyear 2023

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

July 25, 2023 Mark J. Cintolo Financial Professional content – requires login
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Fixed Income Framework: Cyclicality vs. Inflation

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.

May 23, 2023 Mark J. Cintolo
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Traditional Diversification Is Working Again

Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

April 27, 2023 Mark J. Cintolo
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Observations on Five Institutional Investing Trends

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

February 6, 2023 Mark J. Cintolo Financial Professional content – requires login

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