Tightening monetary policy aimed at curbing inflation is increasing recession talk. Loomis, Sayles & Company covers key themes for the second half of 2022.
Can Congress find common ground on budget, China, retirement bills? Natixis government affairs specialist Susan Olson optimistically walks us through.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, provides the market analysis and 2022 outlook of the management team.
Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.
Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
Seeyond provides insights on how the markets structural transformation changed the game for Value Investing over the past decade.
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
China’s recent blitz of regulations has triggered a cascade of knock-on effects in global markets. Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles provides her insights.
Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles & Company provides insights on the Evergrande case.
Why investors should pause, take a breath and avoid overreacting.
The use of hydrogen as a source of energy is in its early stages and its applications are as numerous as they are promising. Find out Mirova’s analysis.
In his new book, Mirova’s Philippe Zaouati argues that sustainable finance should underpin an economic reset and outlines the roadmap for a successful transformation.