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Searching for Growth in Emerging Markets

Our experts from WCM and Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.

May 15, 2023
Loomis Sayles Outlook: Macro Headwinds May Warrant a Tilt to Fixed Income

With equities challenged, macro headwinds and a possible corporate profits recession, Loomis Sayles is constructive on duration and fixed income overall.

May 2, 2023
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Higher for How Much Longer?

Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.

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Where are Global Financial Institutions Allocating Assets in 2023?

Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.

April 6, 2023
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March 22 Fed Meeting Recap

Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

March 23, 2023 Garrett Melson
Credit Suisse and the Implications for European Banking

While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.

March 16, 2023
Why Everyone's Talking About… Bonds

The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?

March 8, 2023
Why Everyone's Talking About… Recession

The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?

February 6, 2023
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Expect Positive Trends for Corporate Bonds in 2023

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

December 13, 2022 Garrett Melson
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Outlook or Look Out! Macro Analysis for 2023

Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

December 9, 2022 Jack Janasiewicz - Garrett Melson
DNCA: Convictions & Outlook - Q3 2022

Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.

October 17, 2022 Financial Professional content – requires login
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Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

July 19, 2022 Dave Goodsell