Tactical Take

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

Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.

D.C. insider Bob Marsh shares insight with our Government Relations specialist, Susan Olson, on January 6th,Trump’s grip on Republican Party, Biden’s first year, Covid chaos, budget talks, and mid-terms.

Portfolio Manager Jack Janasiewicz discusses the bearish turn in market sentiment with just one month left in 2021.

Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.

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

Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.

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