By browsing this site you accept the site’s cookies, which provide us with data used to personalize our interactions with you. Accessing social networking sites from this site may also require the use of cookies. You may refuse, change, or learn more about your cookie settings in our Cookie Policy.
Volatility
Why a Recession May Not Be Imminent
Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.
What Clearing Geopolitical Clouds Could Mean for Investors
How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.
Defensive Moves for Late Cycle Fixed Income Markets
A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.
Leave Mother Nature Alone
On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.
- September 30, 2019
- Simon Aninat
Too Early for Pessimists
Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.
- September 9, 2019
- Stephanie Bigou
Understanding US-China Trade Turmoil and Its Potential Investor Impacts
An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.
Welcome to the Meh Market
After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.
Six Simple Reasons Why Yesterday’s Volatile Markets Are a Wake-Up Call for Investors Today
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
Summer Break: Pursuing Value Amid the Noise
Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.
Is the Cycle Over? What Investors Should Know
Watch what the Loomis Sayles Full Discretion team has to say about recession risk.
Changing Market Dynamics Present Active Value Opportunities
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.
Equity Investing in the Current Environment
In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
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.
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.
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.
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.
Protecting Portfolios: An Active Management Approach to Markets
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
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.
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.
Riding the Aftershock: Wholesale Portfolio Manager Survey
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.