Tactical Take

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

Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.

Portfolio consultants discuss asset class correlations and recent changes in the relationship between stocks and high quality bonds.

Chad Fargason, 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.

Rick Raczkowski, co-portfolio manager of the Loomis Sayles Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Hua Cheng, a portfolio manager of the Mirova Global Equity team, 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.

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.

Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.

Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.