Latest Insights
Managed Futures and Macro Uncertainty: Navigating the Extremes
AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.
- May 18, 2022
- Kathryn M. Kaminski
Multisector Matters: Volatility Means Mispriced Bond Opportunity
Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.
Municipal Bond Marketplace Outlook
Despite poor quarterly returns, attractive valuations and supportive credit fundamentals could mean potentially improving relative return prospects.
- May 4, 2022
Markets View More
Can Big Tech Earnings Calm Market Fears?
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
DNCA Convictions & Outlook Q1-2022
Read our affiliate’s views at the end of the first quarter 2022.
- April 26, 2022
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Seeyond Macro Insights: When the laws of physics get involved...
Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.
Portfolio Construction View More
Three Reasons to Stay Invested in Volatile Times
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
The Importance of the Long Term for the ESG-conscious Investor
Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.
- April 6, 2022
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Thematics: Meta-trends in the Age of AI
Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.
Research View More
Five Financial Truths About Millennials at 40
Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.
Quantifying Turbulence in Trend Following
The authors examine historical periods of high turbulence and classify their driving forces to gain a better understanding of these extreme events.
2022 Fund Selector Outlook
Fund selectors look past Covid to bigger risks in 2022.
ESG View More
Why Everyone's Talking About… Divestment
Is divesting assets helpful for sustainable investing goals, or is it better to engage companies and try to steer them towards a more sustainable future?
Creating Sustainable Value - 2022: 2021 Can Finally Begin
With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
- February 28, 2022
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Continued Forward Motion for ESG Investing in 2022
Mirova Portfolio Manager Amber Fairbanks discusses ESG-related innovation, opportunities, risk considerations, evolving regulations, and more.