Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

Discussion of the Final Rule from the Department of Labor on using ESG investments in retirement plans and its impact on plan advisors and fiduciaries.

Our Nick Elward shares Natixis’ entrance to the ETF market to broaden investors’ choices, benefits of semi-transparent ETFs, active ETF AUM growth, and how semi-transparents might share in that growth. Read more here: https://im.natixis.com/us/markets/active-etfs-semi-transparent

Portfolio consultants explain why CPI may normalize in the next year and highlight strategies for positioning equity portfolios for fading inflation.

Amber Fairbanks, co-portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

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

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

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.

Stephen Davis, Portfolio Manager of the Vaughan Nelson Small Cap Value Fund and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.