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Jack Janasiewicz, CFA®

Portfolio Manager and Lead Portfolio Strategist
Natixis Investment Managers Solutions

Full Bio

  • May 10, 2022

Jack Janasiewicz presents his observations on the capital markets in this podcast recorded on May 5, 2022.

  • In April, stocks posted their worst month since March 2020, and Nasdaq’s worst month since 2008.
  • As usual, however, the devil is in the details, and in this case the details aren’t screaming recession.
  • In general, corporate earnings season has been largely positive – but forward guidance has been somewhat tepid to bearish.
  • Three key areas of uncertainty are overhanging the markets: China’s Covid policy, the Fed/interest rates/inflation, and the Russia-Ukraine conflict.
  • Sentiment is downright horrendous – but could this be a source of support?

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The views and opinions expressed are as of November 2021 and may change based on market and other conditions.

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