Podcasts

Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.

Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.

Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.

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

Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.

President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.

Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.

From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.

A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.

Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.

Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.

A retirement plan specialist and the president of an international high school offer their perspectives on the DOL’s proposed ruling on ESG investing.