Macro Outlook: Catalysts, Confidence & Cuts
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Macro Outlook: Catalysts, Confidence & Cuts

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

April 1, 2024 Brian Hess - Jack Janasiewicz
Bubble Trouble?
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Bubble Trouble?

Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.

March 12, 2024 Jack Janasiewicz
Herding Hawks at the Fed
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Herding Hawks at the Fed

Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.

February 13, 2024 Jack Janasiewicz
Plan Ahead for Tighter Spreads Plan Ahead for Tighter Spreads

As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.

February 12, 2024 Mark J. Cintolo
What Really Matters in 2024
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What Really Matters in 2024

Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.

January 10, 2024 Jack Janasiewicz
Macro Outlook: Turn the Page
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

Rate Cuts on the Horizon?
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Rate Cuts on the Horizon?

The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

December 15, 2023 Jack Janasiewicz
Straight Talk on the Treasury Market
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Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

November 17, 2023 Jack Janasiewicz
Cruel September
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Cruel September

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

October 13, 2023 Jack Janasiewicz
Corporate Bond Shortage on the Horizon? Corporate Bond Shortage on the Horizon?

Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.

October 4, 2023 Mark J. Cintolo
Revalidating the Case for Duration in Fixed Income Portfolios Revalidating the Case for Duration in Fixed Income Portfolios

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.

August 21, 2023 Mark J. Cintolo
Returns on Cash May Be Lower Than You Think Returns on Cash May Be Lower Than You Think

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.

June 27, 2023 Mark J. Cintolo
Fixed Income Framework: Cyclicality vs. Inflation
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Fixed Income Framework: Cyclicality vs. Inflation

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.

May 23, 2023 Mark J. Cintolo
Is the Market Looking Past Lowered Earnings Estimates? Is the Market Looking Past Lowered Earnings Estimates?

While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.

November 16, 2022 David T. Reilly
Positioning Portfolios for Fading Inflation Positioning Portfolios for Fading Inflation

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

October 7, 2022 Mark J. Cintolo - Sean Kaukas