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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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.

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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.

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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.

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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.

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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.

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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?

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Fact Checking the Bears

Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.

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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.

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From the Consultants' Desk: Allocations in Volatile Markets

How inflation, volatile markets, recession fears, and ongoing uncertainty are affecting allocation decisions in financial advisors’ portfolios.

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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.

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