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

A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.

Political pundits discuss the 2024 election, voter fatigue, and critical issues that need to be addressed.

Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dotcom bubble.

Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.

Rick Raczkowski, Portfolio Manager for the Loomis Sayles Fixed Income Group, reviews and discusses recent market trends, fund performance, and portfolio positioning.

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

Scott Weber, portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

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

Discussion of trends including strong performance by endowments and foundations and the growing use of private debt by institutional investors.