Podcasts

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

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

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.

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

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.

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

Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.

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.

Portfolio consultants discuss record high equity allocations, economic cycle dynamics, and the growing popularity of alternatives and model portfolios.

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