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.
Latest Insights
The extension of the economic cycle favors a broadening of the equity rally
The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.
- 2 days ago
- François-Xavier Chauchat
The Outlook on Outlooks
Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.
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.
Markets View More
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.
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.
- November 1, 2019
- Stephanie Bigou
-
Liquidity, Reserves and High Grade for Late Cycle Unknowns
Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.
Portfolio Construction View More
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
-
Negative interest rates, reflection and remedy of excess pessimism in Europe
At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?
- September 19, 2019
- François-Xavier Chauchat
-
Thematics – A True Source of Diversification?
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
Research View More
Top 10 Countries for Retirement Security
The 2019 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.
2019 Global Retirement Index
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
6 Insights About Millennial Investors
Our research reveals why assumptions about Millennial investors may be all wrong.
ESG View More
Combining Investor and Climate Change Goals for Better Outcomes
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
In 10 Years' Time Will All Portfolios Be ESG Portfolios?
Where should investors be turning to as they look to diversify their portfolios? It’s a bold question but consider the growing demand for everything ESG over the last 12 months.
- September 13, 2019
-
The Worth of Water Security for Sustainable Companies
Investors may want to pay attention to companies committed to addressing water security challenges and sustainable economic development.