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 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.
Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.
Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.
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.
Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.
Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
ERISA expert Bradford Campbell explains the DOL’s Final Rule on ESG investing in retirement plans and implications for plan advisors and participants.