Portfolio consultants explain why CPI may normalize in the next year and highlight strategies for positioning equity portfolios for fading inflation.

Amber Fairbanks, co-portfolio manager of the Mirova Global Equity 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.

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

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

Dennis Alff, 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.

Stephen Davis, Portfolio Manager of the Vaughan Nelson Small Cap Value Fund and Dan Hughes, Client Portfolio Manager, 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.

Bill Nygren, portfolio manager of Oakmark and Oakmark Select Funds, reviews and discusses 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.