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.

US Inflation Tracker

US Inflation Tracker highlights key indicators from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.

Investment Outlook: A Cautious View Amid Continued Fed Hiking

More Fed tightening, potential long-term US dollar strength, resilient earnings but challenged equities, some value in credit sectors, and no imminent resolution in Ukraine.

  • October 21, 2022
Fixed Income Dashboard

The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.

Watch
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.

The Inflation Reduction Act of 2022 Summarized

Natixis government affairs specialist Susan Olson outlines the nuts and bolts of the long-awaited Inflation Reduction Act.

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.

Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

Watch
Shift of Dismay: Inflation, Markets & Volatility at Midyear

Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

Listen
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.

Listen
Devils, Details, and Market Overhangs

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

Can Big Tech Earnings Calm Market Fears?

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

Watch
A New Age for Geopolitics and Global Markets

Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.

Watch
Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

  • March 30, 2022
Watch
Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

Watch
Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends

AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

Beyond Transitory: Inflation Takes Center Stage in 2022

As inflation continues to hit new highs, should investors be concerned?

  • January 27, 2022