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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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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Breaking Down the SEC’s Proposed Rules on Climate Disclosure

Natixis government policy expert Susan Olson hosts SIFMA’s Melissa MacGregor for an insider’s clarity on a complex, important, and much anticipated topic.

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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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Peak Fed Hawkishness – and Beyond

Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.

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Will Washington’s Wild Ride Continue in 2022?

DC insider Bob Marsh shares insight with our Government Relations specialist on Trump’s grip on the Republican Party, Biden’s approval problem, and mid-terms.

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November Sentiment Swing – Sell Now, Ask Questions Later

Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.

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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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Trick or Treat? October Reversal

Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.

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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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From the Consultant’s Desk: What’s happening under the surface?

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

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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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