Podcasts

Hear from industry experts on timely investment topics, global trends and market analysis to help you make more informed portfolio decisions.

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The Market Giveth, the Market Taketh

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
March 10, 2023 Jack Janasiewicz
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Goldilocks vs. the Bears

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.
February 14, 2023 Jack Janasiewicz
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Disinflation Pipeline and the Phillips Curve Fed

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
January 10, 2023 Jack Janasiewicz
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Financial Portfolios Adapt to Inflation, Rough Markets

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
January 10, 2023 James Kelly - Kevin McCullough
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Runway for a Soft Landing?

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.
December 14, 2022 Jack Janasiewicz
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Public Enemy #1: Inflation

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

November 8, 2022 Jack Janasiewicz
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From the Consultants’ Desk: Trends in the Private Equity Market

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.
October 28, 2022 Mark J. Cintolo - Kevin McCullough
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King Dollar and the Double Whammy

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.
October 11, 2022 Jack Janasiewicz
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Higher for Longer

Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
September 13, 2022 Jack Janasiewicz
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Are We Getting Ahead of Ourselves?

Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.
August 9, 2022 Jack Janasiewicz
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From the Consultants’ Desk: Quantitative Tightening & Bonds

If the Federal Reserve is no longer buying bonds, what happens to bond prices?
July 14, 2022 Mark J. Cintolo - Kevin McCullough
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