Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Three scenarios for where the yield curve may be at year-end 2024 and the advantages of adding duration to fixed income portfolios today is analyzed.
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.