Tactical Take

Elaine Stokes, co-portfolio manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses 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.

Return variances, Fed support, EM, and Covid losers now looking attractive are covered by Fixed Income experts from Loomis, Sayles & Co. and Harris Associates.

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.

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top-performing asset classes.

Portfolio Manager Jack Janasiewicz discusses post-US election market dynamics, including Covid-19 vaccine implications and his outlook on near-term risks and opportunities.

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.

David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses 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.