Rethinking resilience, inflation, expectations and lingering shocks

There can still be opportunity to invest in equities when markets are near all-time highs, explains Natixis investment strategists.

Aziz Hamzaogullari from Loomis Sayles discusses his team’s alpha thesis and AI, sell discipline, and the US election.

Although the US equity market is very expensive and its first-half performance very concentrated, it still offers opportunities for a value and conviction-based investor like Harris Associates, who is convinced of the value of its investment process and able to avoid the political uncertainties that can affect the markets.