Jack Janasiewicz photo

Jack Janasiewicz, CFA®

Portfolio Manager and Lead Portfolio Strategist
Natixis Investment Managers Solutions

Full Bio

  • November 8, 2022

Jack Janasiewicz offers his tactical take on the capital markets in this podcast recorded on November 3, 2022.
  • After falling for most of the year, stocks turned in positive returns for the month of October, with the S&P 500® gaining more than 8% during the month.
  • But the increasing likelihood of continued rate hikes from the Federal Reserve is keeping a lid on market enthusiasm.
  • The Federal Reserve still considers inflation public enemy #1, and wants to see three things happen: slower growth, a softer labor market, and evidence that inflation is heading down toward its 2% target.
  • As some of the data takes time to work through the system, the chances increase that the Fed may raise rates again in December and January – and keep them there until the data catches up.

Recent Episodes

Related Insights

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

This material is provided for informational purposes only and should not be construed as investment advice.

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.