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

Portfolio manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.

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

Elaine Stokes, co-portfolio manager of the Loomis Sayles Full Discretion 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.

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

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

From infrastructure spending and taxes to Fed policy and Covid-19 surges in India, Portfolio Manager Jack Janasiewicz discusses recent repositioning in light of a lengthy list of potential worries arising in the past two months.

Retirement plan advisor specializing in sustainable investing discusses fiduciary responsibility and the benefits of using ESG investments in 401(k) plans.

Discussion on 2021 infrastructure packages and how they are dragging taxes into the picture. Can President Biden get his tax hike and what will it mean for markets and investors.