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  • Growth to inflation: 4 things that may surprise in 2026

    Growth to inflation: 4 things that may surprise in 2026
    Jan 6 2026
    Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
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    20 Min.
  • Employment, inflation, and AI: Looking back on 2025

    Employment, inflation, and AI: Looking back on 2025
    Nov 25 2025
    Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
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    20 Min.
  • Q3 2025 Update: Vaughan Nelson Mid Cap Fund

    Q3 2025 Update: Vaughan Nelson Mid Cap Fund
    Nov 4 2025
    Dan Hughes, Vice President, Distribution, of Vaughan Nelson, and Dennis Alff, Senior Portfolio Manager review and discuss recent market trends, fund performance, and portfolio positioning.
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    13 Min.
  • Q3 2025 Update: Vaughan Nelson Small Cap Fund

    Q3 2025 Update: Vaughan Nelson Small Cap Fund
    Oct 31 2025
    Chris Wallis, lead senior portfolio manager at Vaughan Nelson reviews and discusses recent market trends, fund performance, and portfolio positioning.
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    8 Min.
  • Q3 2025 Update: Loomis Sayles Full Discretion Funds

    Q3 2025 Update: Loomis Sayles Full Discretion Funds
    Oct 31 2025
    Bryan Hazelton, one of the associate portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning.
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    23 Min.
  • Q3 2025 Update: Vaughan Nelson Select Fund

    Q3 2025 Update: Vaughan Nelson Select Fund
    Oct 30 2025
    Scott Weber, lead senior portfolio manager of the Vaughan Nelson Select Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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    14 Min.
  • Stocks rally as AI and Fed rate cuts drive optimism

    Stocks rally as AI and Fed rate cuts drive optimism
    Oct 29 2025
    Hear macro experts Jack Janasiewicz and Brian Hess discuss AI’s market impact, Fed policy, and investor sentiment.
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    21 Min.
  • Q3 2025 Update: Loomis Sayles Strategic Alpha Fund

    Q3 2025 Update: Loomis Sayles Strategic Alpha Fund
    Oct 28 2025
    Scott Darci, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.
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    21 Min.