Tactical Take

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.

David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Clyde McGregor, Colin Hudson, and Adam Abbas, portfolio managers of Oakmark Equity & Income Fund, review and discuss recent market trends, fund performance, and portfolio positioning.

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.

Eileen Riley, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis government affairs specialist Susan Olson hosts DC political expert Bob Marsh to analyze the upcoming midterms and how they will shape 2023 legislation and the 2024 presidential election.

Dave Jilek, Chief Investment Strategist at Gateway Investment Advisers and Joe Labresh, Senior Vice President of Solutions, review and discuss recent market trends, fund performance, and portfolio positioning

Susan Olson talks housing with expert Ken Gear. Despite a near-term rough patch with short supply, high demand, rising prices & interest rates, Ken expresses confidence in housing’s  long-term view.

Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.