Tactical Take

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.

Jens Peers, CIO and portfolio manager at Mirova US, 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.

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