US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
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.
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.
Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
While consensus opinion continues to say inflation is sticky, growth is slowing and recession is inevitable, the data may be telling a different story.
While inflation has surged to 40-year highs, our analysis shows that advisors have been hesitant to allocate to sectors known for inflation resiliency.
Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.
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.
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
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.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.
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.
Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.
Portfolio strategist explains that while inflation is a real concern, fears of an economic recession in 2022 may well be overblown.
Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.
Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.
Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.
An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.
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.