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From the Summit: Ten Years After the Crisis: The Fallout and the Future

A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.

  • Today
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From the Summit: The US Mid-Term Elections: Instant Analysis

Political insiders share their insights on the November 6 mid-term election results and interpret what it all means for the US, Europe and the world.

  • 5 days ago
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Natixis Investment Managers Summit Highlights

World leaders, innovators exchange fresh ideas at the Natixis Investment Managers Summit.

  • 5 days ago
Searching for Late Cycle Yield Advantage

Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.

2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

  • 1 week ago
Throw Out the Crystal Ball: 2019 Market Outlook

Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.

Pursuing Hidden Value in Global Bond Markets

Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.

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Late Cycle Investing: Focus on Flexibility and Diversification

Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.

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Rising Rates and Duration Risk

Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.

Why Investors Should Be Cautious, Not Bearish

Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.

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Fixed Income Amid Rising Rates: Challenges and Opportunities

Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.

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The “Easy Money” Has Been Made

Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.

Crowded at the Top? Looking at Index Concentration

With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.

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Accounting for Intangible Assets: The New Value Investing

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.

  • September 4, 2018
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Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

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Midyear Global Macro Outlook 2018

Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.

2018 Midyear Update and Outlook

Clouds on the horizon: five capital market story lines to watch in the second half of 2018.

Reflections on the Stock Market Correction

Chief Investment Strategist Dave Lafferty shares his views on recent market volatility and what investors might be able to expect moving forward.

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?

  • December 5, 2017