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.
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.
The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.
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.
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.