Tactical Take

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

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

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

Hua Cheng, portfolio manager at Mirova US, reviews and discusses 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.

Bryan Hazleton, associate manager of the Loomis Sayles Full Discretion Funds 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.

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.