
From the Consultants’ Desk: Quantitative Tightening & Bonds
From the Consultants’ Desk: Quantitative Tightening & Bonds
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
13 Jul 2022
•
9mins

Fact Checking the Bears
Fact Checking the Bears
Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.
8 Jul 2022
•
16mins
Similar Podcasts

Revenge Spending and a Market U-Turn
Revenge Spending and a Market U-Turn
Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trend... Read more
13 Jun 2022
•
13mins

From the Consultants’ Desk: Allocations in Volatile Markets
From the Consultants’ Desk: Allocations in Volatile Markets
How inflation, volatile markets, recession fears, and ongoing uncertainty are affecting allocation decisions in financia... Read more
27 May 2022
•
17mins

Q1 2022 Update: Vaughan Nelson Select Fund
Q1 2022 Update: Vaughan Nelson Select Fund
Scott Weber, portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund perfo... Read more
19 May 2022
•
14mins

Q1 2022 Update: Vaughan Nelson Mid Cap Fund
Q1 2022 Update: Vaughan Nelson Mid Cap Fund
Chad Fargason, Senior Portfolio Manager and Dan Hughes, Client Portfolio Manager and both of Vaughan Nelson, review and ... Read more
11 May 2022
•
11mins

Devils, Details, and Market Overhangs
Devils, Details, and Market Overhangs
Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can ... Read more
6 May 2022
•
16mins

Policy & Politics Podcast: Breaking Down SECs Proposed Rules on Climate Disclosure
Policy & Politics Podcast: Breaking Down SECs Proposed Rules on Climate Disclosure
Natixis government policy expert Susan Olson hosts SIFMA’s Melissa MacGregor for an insider’s clarity on a complex, impo... Read more
3 May 2022
•
31mins

Q1 Update: Oakmark Equity & Income Fund
Q1 Update: Oakmark Equity & Income Fund
Clyde McGregor, Colin Hudson, and Adam Abbas, portfolio managers of Oakmark Equity & Income Fund, review and discuss... Read more
2 May 2022
•
44mins

Q1 2022 Update: Gateway Funds
Q1 2022 Update: Gateway Funds
Dave Jilek, Chief Investment Strategist at Gateway Investment Advisers and Harry Shea, an Investment Strategist at Natix... Read more
29 Apr 2022
•
30mins