Tactical Take

Bill Nygren, portfolio manager of Oakmark and Oakmark Select 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.

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.

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

Peter Palfrey, co-portfolio manager of the Loomis Sayles Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Stephen Davis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.

Adam Rich, Equity Analyst, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, 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.

Portfolio Manager Jack Janasiewicz gives a midyear update with his assessment of the US economic reopening, the US election, and trade tensions.

Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.