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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Finding Value in International Equity Markets

David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.

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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.

Institutional Investor Return Expectations Could Be Overinflated

​A Loomis Sayles fixed income specialist shares his views on the return expectations of institutional investors.

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
4 Reasons Why the VIX May Double in the Next Year

Identifying key factors and risks that could cause stock market volatility to increase in the coming months.