Markets
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.
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.
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.
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.