Why investors should pause, take a breath and avoid overreacting.
Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
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.
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
How today’s ever-evolving credit cycles and complex global markets demand flexibility and why Loomis Sayles’ Core Plus Bond Team takes a tactical approach.
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Credit fundamentals, infrastructure plans, and increased issuances are favorable for the municipal bond market, says Loomis Sayles’ Municipal Bond Team.
How long might the expansion phase of the credit cycle last and what does it mean for risk premiums and liquidity is analyzed.
Inflation, Fed, and growth fears were joined by new pandemic jitters in July. Yet the market outlook remains constructive for 2021, says our Global Market Strategist.
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.
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.
Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.
Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.
With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Accelerating vaccinations and reopenings should boost global growth and restart reflation, explains Global Market Strategist Esty Dwek.
Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.
Despite the health situation remaining complex, the economic outlook is improving.
For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.
Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.
Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.
Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.
Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.
Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.
Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.
Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.
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.
Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Measure Impact, Engage, and Understand ESG Trends with this quarter’s Mirova quarter Newsletter “Creating Sustainable Value”.
Institutional investors are coming to grips with a key risk, amplified by 2020’s pandemic economy: negative interest rates.
Taking a look at what trends worked well in 2020.
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.
The global recession has been avoided in 2020. Nevertheless, uncertainties remain about the shape of the recovery.
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, brings a quantitative perspective for the 2021 market expectations.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
With the pandemic’s cloud over company fundamentals not moving any time soon, uncertainty over valuations are likely to add to potential volatility, writes Seeyond’s Nicolas Just.
Healthcare spending and government balance sheets are just two of the pandemic responses likely to last for some time, writes Mirova’s Amber Fairbanks.
Private market allocations and the maturing of ESG will take their place as the market seeks innovative solutions, writes MV Credit’s Nicole Downer.
Uncertainty defines the tentative recovery, but changing consumption habits and strengthening ESG data present opportunities, writes Ossiam’s Etienne Vincent.
Investors to turn to increasingly inventive approaches in search of yield amid a calming political and medical picture, write Ostrum’s Stéphane Déo and Philippe Berthelot.
Pent-up demand unlocked and the revival of Chinese growth are causes for optimism for 2021, with strong performances across sectors and markets likely, writes Craig Burelle.
A look at the recent China defaults: what happened and what can be expected in 2021.
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.
Frank Trividic, Deputy Chief Investment Officer at Seeyond, provides insights on international markets and near-term outlook.
A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.
Measure, Engage and Understand markets with this quarter's Mirova Newsletter “Creating Sustainable Value".
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?
Loomis Sayles’Asia Credit Strategies experts provide insights on the Asia High Yield markets environment.
A contested election could lead to market volatility, but it may not be a foregone conclusion.
In the midst of conflicting market signals, Seeyond provides its quantitative market analysis and outlook.
Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
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.
A look at US savings levels and why the market is unlikely to roll over anytime soon.
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.
The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality?
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.
Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
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.
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
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.