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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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.

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.

Three Strikes and You’re Out: Investors at Bat Against Volatility

The 2018 Global Survey of Financial Professionals revealed advisors are confident about their own ability to handle market factors for themselves and for their clients, but are concerned about investors making three key mistakes.

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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.

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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.

Time for Active Managers to Rise Above Rates and Volatility

Active strategies’ ability to perform under pressure from rising rates and volatility is examined by three investment managers.

  • June 25, 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.

  • June 15, 2018
Financial Professional Survey: Advice from Both Sides of the Brain

How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.

  • May 25, 2018
Triple Threat: First Quarter Risks for Institutional Investors

Despite facing a triple threat, institutional investors weren’t surprised by geopolitical, interest rate, and volatility risks.

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.

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The Risk Management Challenge: Investors in Search of Clarity

Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.

  • October 13, 2017