Tactical Take

Portfolio Manager Jack Janasiewicz presents his current assessment of the US economic reopening and its attendant market conditions – and also shares some of his thoughts on the path forward.

Portfolio Manager Jack Janasiewicz discusses the pandemic’s economic impact and shares some thoughts on how markets may fair amid a slow reopening and continued risks.

Dan Hughes, Client Portfolio Manager, and Scott Weber, Lead Senior Portfolio Manager, both of Vaughan Nelson, 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.

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.

David Jilek, Client Portfolio Manager at Gateway Investment Advisors, and Clarice Avery, Investment Strategist at Natixis, review and discuss 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.

Clyde McGregor, Colin Hudson, and Adam Abbas Edward Wojciechowski, portfolio managers of Oakmark Equity & Income Fund, review and discuss recent market trends, fund performance, and portfolio positioning.

David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, discusses recent market trends, fund performance, and portfolio positioning.