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Jack Janasiewicz, portfolio manager at Natixis Investment Managers, discusses his outlook for equities, bonds, interest rates, and economic growth.
*This video was recorded on Sep 27, 2024
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0:00 - Intro
0:30 - Fed cut and market reaction
4:16 - Recession risks
7:45 - Sector outperformance
8:50 - 6,000 S&P 500?
10:13 - Money market funds
12:43 - Bonds outlook
16:05 - Small caps vs. Large caps
19:00 - 50 bps cut and recession
21:50 - Inflation and equities
23:45 - Longest bull market in history
#stocks #economy #investing
