Economy
The Inflation Reduction Act of 2022 Summarized
Natixis government affairs specialist Susan Olson outlines the nuts and bolts of the long-awaited Inflation Reduction Act.
DNCA – Convictions & Outlook Q2 2022
Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.
- August 16, 2022
Q3 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views
Tightening monetary policy aimed at curbing inflation is increasing recession talk. Loomis, Sayles & Company covers key themes for the second half of 2022.
Congress in the Heat of Summer Bipartisan Dealmaking
Can Congress find common ground on budget, China, retirement bills? Natixis government affairs specialist Susan Olson optimistically walks us through.
Can Big Tech Earnings Calm Market Fears?
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Loomis on Loans - Q1 2022
Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.
- April 13, 2022
Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
Sport – A Key Wellness Thematic?
The sports economy is driven by secular trends and continues to develop rapidly throughout the world. Find out how this market may offer interesting opportunities.
Macro Insights: 2022 Market Outlook
Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, provides the market analysis and 2022 outlook of the management team.
- February 8, 2022
- Stephanie Bigou
Seeyond - Equity vs. Govies Volatility in 2021
Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.
- December 21, 2021
- Simon Aninat
A New iPhone Moment: How Can Investors Capitalise on the Metaverse
Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?
What’s Ahead for Global Stock Markets in 2022?
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
The Torments of Value Investing: Part I
Seeyond provides insights on how the markets structural transformation changed the game for Value Investing over the past decade.
- November 23, 2021
A Guide to Understanding China's Regulatory Crackdown
China’s recent blitz of regulations has triggered a cascade of knock-on effects in global markets. Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles provides her insights.
Is Evergrande a Systemic Risk to China?
Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles & Company provides insights on the Evergrande case.
Everything You Need to Know About Evergrande
Why investors should pause, take a breath and avoid overreacting.
Green Hydrogen: A Catalyst for the Energy Transition
The use of hydrogen as a source of energy is in its early stages and its applications are as numerous as they are promising. Find out Mirova’s analysis.
- April 21, 2021
Sustainable Finance: Ringing in a Second Chance
In his new book, Mirova’s Philippe Zaouati argues that sustainable finance should underpin an economic reset and outlines the roadmap for a successful transformation.