Beyond Tariffs and Trade: US-China and the New Economic Cold War

The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.

A major stress test for the recovery scenario

Dorval AM's monthly analysis on macro and micro-economics, valuations and market dynamics.

Watch
Natixis Exchange: Where political uncertainty creates investment opportunity

Three leading portfolio experts explain how they invest in a shifting economic and political landscape.

  • May 28, 2019
Investor Considerations for the Fed’s Interest Rate Pause

Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.

Watch
Natixis Exchange: Investing in an Uncertain World

The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.

  • May 15, 2019
Watch
Measuring Market Excitement: Is Global Growth About to Bloom?

Chief Market Strategist David Lafferty shares his views on the post-Christmas global rally – and what investors should know about where markets may be headed.

Watch
Is the Cycle Over? What Investors Should Know

Watch what the Loomis Sayles Full Discretion team has to say about recession risk.

  • April 30, 2019
Fed-mageddon: Yield Curve Fever

Chief Market Strategist David Lafferty on what investors should know about Fed policy, interest rates and the yield curve – and their potential effect on markets over the near term.

What the Japanese paradox tells us about the global industrial cycle

Dorval AM's monthly analysis on macro and micro-economics, valuations and market dynamics.

Natixis Investment Managers Summit Highlights

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.

  • April 2, 2019
Watch
The World Is Changing: Investing and the New ESG

Sustainable companies may not only resonate with investor values – they may be better positioned for good business long-term.

Watch
Loomis Sayles Update: Active Investors Get Selective in 2019

An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.

  • March 28, 2019
Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.

  • March 26, 2019
Equity Investing in the Current Environment

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

  • March 22, 2019
Watch
Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

Market Rally vs. Market Reality: Evaluating the Path Ahead

The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?

Watch
2019 Institutional Outlook

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

  • March 4, 2019
Arctic Blue: No Line On the Horizon

Jean-Jacques Duhot, of Arctic Blue Capital, an affiliate of H2O Asset Management, reveals why he believes systematic equity is effective at generating positive returns from market trends.

  • February 27, 2019
2019, A Reassuring Wave of Pessimism: Mirova Outlook

More than ever, 2019 is a year to invest in and for a more sustainable economy.

  • February 26, 2019
Watch
What Could Go Wrong? Measuring 7 Top Market Risks

Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.

The Outlook for Outlooks

Market predictions alone are useless – what matters is the rationale behind the argument.

10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

Watch
Forecasting Trends in Sustainable Investing

Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.

  • February 8, 2019
Watch
Overly Emotional Equity Markets Creating Opportunity for Value Investors

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.

  • January 25, 2019
Watch
From the Summit: Making Sense of ESG

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

  • January 11, 2019
Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.

  • January 9, 2019
Capital Markets 2019: Change Is in the Air

A look at how market dynamics in 2019 could differ from recent years and what that could mean for investors.

Watch
From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

  • December 28, 2018
Watch
European Stocks and the Wall of Worry

Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.

Watch
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.

  • December 17, 2018
Watch
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.

  • December 12, 2018
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.

  • December 6, 2018
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.

  • December 4, 2018
Watch
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.

Watch
Rising Rates and Duration Risk

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

Financial Industry Reimagining Businesses for a Sustainable, Greener World

All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.

  • October 22, 2018
Step by Step: Reducing the Carbon Footprint of Investments

Climate-conscious active management can reduce long-term risk, encourage innovation and create further opportunities towards a transitioning economy.

  • September 28, 2018
Watch
Gauging Sustainable Investing Trends

A sustainable investing specialist from Mirova discusses the regional aspects of ESG investing and what investors might expect in the near term.

  • September 19, 2018
What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing

Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.

  • September 4, 2018
Watch
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
Watch
Growth Equity Strategies in Accordance with Loomis, Sayles & Company

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.

  • August 30, 2018
International Equity Outlook: Market Instability Can Mean Opportunity

David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

  • August 3, 2018
Decarbonised Equities: How to Stay Cool

Reducing your portfolio’s carbon footprint has just been made a lot easier thanks to Mirova’s new carbon impact methodology.

  • July 2, 2018
Investing in the Age of Sustainable Development Goals

A tailored investment approach reconciling economic, environmental, and social value creation.

  • July 2, 2018
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