Jack Janasiewicz, portfolio manager at Natixis Investment Managers, discusses his outlook for equities, bonds, interest rates, and economic growth.

*This video was recorded on Sep 27, 2024

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0:00 - Intro

0:30 - Fed cut and market reaction

4:16 - Recession risks

7:45 - Sector outperformance

8:50 - 6,000 S&P 500?

10:13 - Money market funds

12:43 - Bonds outlook

16:05 - Small caps vs. Large caps

19:00 - 50 bps cut and recession

21:50 - Inflation and equities

23:45 - Longest bull market in history

#stocks #economy #investing