Tactical Take

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.

Dave Jilek, Client Portfolio Manager at Gateway Investment Advisors and Clarice Avery, an Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

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

Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some thoughts on near-term market dynamics.

Over the near term, intra-party dynamics are likely to inform the shape of legislation as much as bipartisan tensions.

From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

Over the near term, intra-party dynamics are likely to inform the shape of legislation as much as bipartisan tensions.

A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.