Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.
Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.
A look at recent capital market performance across asset classes and a near-term market forecast.
A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term
Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
Ostrum Asset Management experts’ economic and market analysis.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.
Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.
Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.
Three leading portfolio experts explain how they invest in a shifting economic and political landscape.
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
Mirova is convinced that going beyond direct carbon emissions is essential to providing meaningfully sustainable, climate-friendly investments.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.
In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
Hollie Briggs, product manager and member of the Growth Equity Strategies Team, headed up by Aziz Hamzaogullari, discusses their ‘deep-dive’ research process, plus what differentiates them from the pack when picking stocks, and why the team has held certain stocks for so long.