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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.

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Actual results may vary.

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