By: Brian Hess
The summer began with many investors worried about an artificial intelligence (AI) stock correction, rising oil prices and the risk that inflation could reaccelerate. Earnings season, however, is telling a different story. In this episode of Tactical Take ®, Multi-Asset Portfolio Manager and Lead Portfolio Strategist Jack Janasiewicz and Portfolio Manager Brian Hess discuss what it means for markets, rates, and Natixis model portfolio positioning.