Equities

As the Covid-19 vaccination rollout continues, the latest round of federal fiscal aid focuses on maintaining consumer spending and mitigating unemployment.

As the Covid-19 recovery begins in earnest, our macro strategists discuss market conditions – including reopening opportunities and risks.

While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.

A look at the improving Covid-19 outlook in the US and how risk appetite is likely to remain a key market variable in the near term.

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.

Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.

Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.

PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.

A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

A look at US savings levels and why the market is unlikely to roll over anytime soon.

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

While COVID-19 challenges remain, many key indicators of a global recovery persist.

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.

The automation and technological improvements wrought by AI and Robotics are changing the way we live, interact and do business.

A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.

Compelling alternatives await for those willing to actively diversify their equity allocations.