Tactical Take

How inflation, volatile markets, recession fears, and ongoing uncertainty are affecting allocation decisions in financial advisors’ portfolios.

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

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.

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

Natixis government policy expert Susan Olson hosts SIFMA’s Melissa MacGregor for an insider’s clarity on a complex, important, and much anticipated topic.

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.

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.

Eileen Riley, 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.

Amber Fairbanks, co-portfolio manager of the Mirova Global Equity team, reviews and discusses recent market trends, fund performance, and portfolio positioning.