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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Hawks, Hikes and High Bars

Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, the Fed, earnings, and positioning in the Natixis model portfolios.

May 15, 2024 Brian Hess - Jack Janasiewicz
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Top 10 Reasons to Extend Duration Now

Portfolio consultants make the case for extending duration in fixed income portfolios based on the current market environment.

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No Cuts? No Problem.

Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.

April 18, 2024 Brian Hess - Jack Janasiewicz
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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
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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
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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
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2024 Investment Idea: Quality/Growth

Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.

December 21, 2023 Mark J. Cintolo - Sean Kaukas
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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
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Portfolio Allocation Trends – Q3 2023

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

November 22, 2023 Sean Kaukas - Kevin McCullough
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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
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Portfolio Construction – What Role Should Fixed Income Play?

Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

November 13, 2023 Mark J. Cintolo - Kevin McCullough
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Fixed Income Yields and Drivers

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

October 18, 2023 Mark J. Cintolo - Kevin McCullough
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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
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Five Institutional Investment Trends – Midyear 2023

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

July 25, 2023 Mark J. Cintolo
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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

Traditional Diversification Is Working Again

Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

April 27, 2023 Mark J. Cintolo
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Observations on Five Institutional Investing Trends

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

February 6, 2023 Mark J. Cintolo
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