Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.

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

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.

Rick Raczkowski, co-portfolio manager of the Loomis Sayles Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Brian Kennedy, co-portfolio manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Lee Rosenbaum, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Bill Nygren, portfolio manager of Oakmark and Oakmark Select Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Dennis Alff, Senior Portfolio Manager and Dan Hughes, Client Portfolio Manager and both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.