Tactical Take

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Luke Palmer, Associate Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

Mike Gladchun, Associate Portfolio Manager, Core Plus Fixed Income, , 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.

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

Chad Fargason, Senior Portfolio Manager and Dan Hughes, Vice President, Distribution, and both of Vaughan Nelson, 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.

Dan Hughes, Vice President, Distribution, of Vaughan Nelson, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.