Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.

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.

Bill Nygren, portfolio manager of Oakmark and Oakmark Select Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Dave Jilek, Chief Investment Strategist at Gateway Investment Advisers and Harry Shea, an Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

Lee Rosenbaum, co-portfolio manager of the Loomis Sayles Global Allocation 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.

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.