Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.
Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.
Discover Agathe Foussard and Nelson Ribeirinho’s analysis on the new catalysts for Greenium in 2022.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Read our affiliate’s views at the end of the first quarter 2022.
Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.
While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.
What the credit cycle’s advance into late expansion phase means for fixed income investors is explained by Loomis Sayles’ Full Discretion Team.
How the tide is going out on the great wave of liquidity in the markets after the pandemic and what it means for investors in 2022 and beyond.
It’s a rare fixed income asset class that has the potential to both increase yield and lower volatility.
Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.
How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.
Emmanuel Bourdeix, Chief Executive Officer at Seeyond, shares his insights on the current risk regime in the markets.
Loomis, Sayles & Company’s Full Discretion Team Co-Head Matt Eagan on how easy Fed monetary policy has been, and the implications as tightening transpires.
Loomis, Sayles & Company’s Global Bond, Full Discretion, and Core Plus Bond teams provide insight on sanctions, default risks, and central bank moves.
Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA®, considers the less obvious dependencies on Russia, including aluminum and titanium.
Market and macroeconomic implications of the Russia-Ukraine crisis are explored by our strategists.
Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.
Mirova Portfolio Manager Amber Fairbanks discusses ESG-related innovation, opportunities, risk considerations, evolving regulations, and more.
Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.
Fed policy moves, inflation, and security selection opportunities for active non-traditional fixed income managers are discussed by Loomis Sayles’ Matt Eagan.
Fund selectors look past Covid to bigger risks in 2022.
Which asset classes may prevail over the new year 2022?
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.
Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
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.
After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”
There’s no shortage of extravagant predictions for the long-term impact of Artificial Intelligence, but what does the technology promise for our workplaces within this decade?
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
Why investors should pause, take a breath and avoid overreacting.
Jens Peers, CFA, CEO, and CIO, Mirova US, elaborates on Generation Z and identifies key characteristics and trends; he also highlights some possible scenarios of how it may impact other generations going forward.
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.
How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management.
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.
Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.
European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition.
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
A tailored investment approach reconciling economic, environmental, and social value creation.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.