Inflation
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Disinflation Pipeline and the Phillips Curve Fed
Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
Interest Rates 2023: Hike, Pause, Hike?
Persistent service and labor-related inflation may result in additional interest rate hikes in 2023 after a pause to allow the lagging data to catch up.
Runway for a Soft Landing?
Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.
Is Inflation Poised to Roll Over?
Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.
Outlook or Look Out! Macro Analysis for 2023
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
Does the Data Cry Recession?
While consensus opinion continues to say inflation is sticky, growth is slowing and recession is inevitable, the data may be telling a different story.
Inflation Inaction?
While inflation has surged to 40-year highs, our analysis shows that advisors have been hesitant to allocate to sectors known for inflation resiliency.
Public Enemy #1: Inflation
Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.
King Dollar and the Double Whammy
Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.
Positioning Portfolios for Fading Inflation
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
Natixis 2022 Global Retirement Index: From Sydney to Seattle and Beyond
Retirement security is tough these days no matter where you call home. Natixis’ Center for Investor Insight head and an Australian retirement expert weigh in.
Are We There Yet? Pulse Check: Macro, Markets & Inflation
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Higher for Longer
Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
5 Midyear Trends in Model Investment Portfolios – Summer 2022
As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.
- August 18, 2022
- Mark J. Cintolo
Student Loan Carry Trade – I Bond Update
The pause in student loan payment requirements in March 2020 created a unique investment opportunity for borrowers who wanted to put their savings to work.
Are We Getting Ahead of Ourselves?
Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.
Are We In A Recession?
Portfolio strategist explains that while inflation is a real concern, fears of an economic recession in 2022 may well be overblown.
Fact Checking the Bears
Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.
From the Consultants’ Desk: Quantitative Tightening & Bonds
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
Revenge Spending and a Market U-Turn
Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.
Will There Be a Recession in 2022?
Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.
Inflation Protection: An Equity-Centric View
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
How Bonds Really React to Rising Rates
How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.
5 Allocation Trends in Model Portfolios – Winter 2022
Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.
- March 8, 2022
- Sean McDade
Bank Loan Basics: An Income Diversifier for All Times
An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.
Flex Time: Tactically Allocating for Rising Yields
Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.