Market Outlook
Investment Outlook 2022: Loomis, Sayles & Co. Macro & Market Views
Despite another global wave of Covid-19 and inflation, Loomis Sayles’ Senior Macro Strategies Analyst explains why a global expansion should stay on track.
Three Top Investor Concerns for 2022
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Fixed Income: Top Five Themes to Watch in 2022
Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.
Curb Appeal of Real Estate Markets in 2022
Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.
Trend Follower Insight: Three Themes of 2021
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
A New iPhone Moment: How Can Investors Capitalise on the Metaverse
Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?
What’s Ahead for Global Stock Markets in 2022?
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
2022 Institutional Outlook
After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”
Will AI Change the Workplace Forever?
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?
- December 7, 2021
- Alexandre Zilliox
Have You Seen the Writing on the Wall of Worry: Outlook 2022
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Credit Market Update: Appetite for Yield Continues
With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
Core Plus Bond Insight: Growth, Inflation and the Fed
Fixed income market action in Q3 and drivers to consider going forward are discussed by Loomis, Sayles & Co. Core Plus Bond Team’s Richard Raczkowski.
Creating Sustainable Value: ECB and carbon neutrality
With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
A Fixed Income Predicament: The Case for a Flexible, Active Approach
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
The Realities of Realizing Risk
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
- September 30, 2021
- Kathryn M. Kaminski
Everything You Need to Know About Evergrande
Why investors should pause, take a breath and avoid overreacting.
7 Back-to-School Market Lessons For Investors
Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
Real Estate Outlook: The Great American Re-opening?
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
How Will Munis Fare in 2H 2021?
Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.
Where’s the Value in This Phase of the Recovery?
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
7 International Investing Insights from David Herro
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Natixis Strategist Midyear Outlook
Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.
Gen Z: Who Else?
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.
Creating Sustainable Value: The Transition to Responsible Capitalism Will Not be a Smooth Ride
With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
- May 21, 2021
Roaring 20s or Economic Slowdown Ahead?
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Trend Following: Signs of Inflation?
Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.
DNCA Investment Outlook – April 2021
Despite the health situation remaining complex, the economic outlook is improving.
- April 28, 2021
Value Investing and the “New Normal”: What’s Changed?
For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.
Seeyond Macro Insight: Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation
Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.
- March 29, 2021
- Stephanie Bigou
Post-crisis International Value Investing: A World of Opportunity
Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.
Seeyond Market Insights: The Trend is Your Friend
Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.
- March 19, 2021
Seeyond Market Insights: Bitcoin and Cryptocurrencies, The Three Waves
Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.
- March 15, 2021
Seeyond Equity Insights: Stock market exuberance
Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.
- March 4, 2021
- Juan Sebastian Caicedo
2021 Fund Selector Outlook
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Creating Sustainable Value: Environment – Social – Governance, a new investor's Bill of Rights?
Measure Impact, Engage, and Understand ESG Trends with this quarter’s Mirova quarter Newsletter “Creating Sustainable Value”.
- February 11, 2021
AlphaSimplex: Trends Everywhere 2020
Taking a look at what trends worked well in 2020.
- February 5, 2021
DNCA Outlook for 2021
The global recession has been avoided in 2020. Nevertheless, uncertainties remain about the shape of the recovery.
- February 2, 2021
Seeyond Outlook for 2021
Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, brings a quantitative perspective for the 2021 market expectations.
- January 21, 2021
- Stephanie Bigou
Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari
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.
- November 19, 2020
- Aziz V. Hamzaogullari
Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers
How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?
- November 2, 2020
Artificial Intelligence & Robotics: An Exponential Growth
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
- September 4, 2020
Water: An Indispensable Life-Sustaining Resource
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
- September 3, 2020
Ostrum AM’s Monthly Market Update (June)
Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management.
- June 16, 2020
Loomis Sayles: An update on portfolio changes in the growth equity strategies
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.
- May 28, 2020
The Age of Anxiety: Professional Fund Buyers Seek Alpha, Diversification – and Defense
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.
Subscription Economy: The Future of Consumption
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.
- February 12, 2020
Creating Sustainable Value: Should the Financial Markets Worry About Social Inequalities?
European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition.
- February 6, 2020
2020 Institutional Outlook
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
Be Selective, Diversify
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
- November 9, 2019
- Stephanie Bigou
Too Early for Pessimists
Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.
- September 9, 2019
- Stephanie Bigou
Macro Outlook: Risks Have Increased Near Term
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.
- May 22, 2019
Concerns and Expectations of Professional Fund Buyers for 2019
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.
Investing in the Age of Sustainable Development Goals
A tailored investment approach reconciling economic, environmental, and social value creation.
- July 2, 2018
Top Concerns for Professional Fund Buyers in 2018
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Risk on the Horizon: Institutional Investor Outlook for 2018
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
Riding the Aftershock: Wholesale Portfolio Manager Survey
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.