Economy
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
October Investment Outlook from Loomis, Sayles & Co.
With a global expansion underway, a Senior Macro Strategies Analyst shares insight on where they are identifying value, return potential and risk.
- October 22, 2021
A Fixed Income Predicament: The Case for a Flexible, Active Approach
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
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.
How Proptech Could Revolutionise Real Estate
From blockchain to smart building to AI, a wide range of new technologies are shaking up the once-conservative real estate market – just as the wider market faces its biggest structural shifts in generations.
- September 6, 2021
Real Estate Outlook: The Great American Re-opening?
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
The Cyclically Adjusted Price Earnings (CAPE™) Ratio Explained
Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation
- July 14, 2021
Are Bidenomics the Beginning of a New Economic Era?
Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?
What Does Fed Surprise Really Mean for Investors?
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
Alt-Protein: How to Feed the World Without Meat
Carmine De Franco, Head of Research at Ossiam Asset Management, on how sustainability concerns are stimulating growth in demand for alternative proteins.
- May 7, 2021
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
The Glass Ceiling, Piece by Piece
An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.
- March 30, 2021
Biden and the Paris Agreement: What Rejoining Could Mean for Investors
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.
Banking, Finance, and the Biden Agenda: What’s Ahead?
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
Blowing Out Subscription Economy Strategy's 1st Candle
New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.
- March 18, 2021
Are Digital Currencies the Future of Money?
Stéphane Déo, Head of Markets Strategy at Ostrum Asset Management, on how digital currencies are moving into the mainstream and how they could represent the next stage of evolution for the world’s financial system.
5G: Connecting the World
Karen Kharmandarian and Matthieu Rolin, Chief Investment Officer and Senior Portfolio Manager at Thematics Asset Management, break down the next generation of connectivity and what it means for the global economy.
Post-Crisis Washington: How Might Politics Inform New Legislation?
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
Creating Sustainable Value: Environment – Social – Governance, a new investor's Bill of Rights?
Measure Impact, Engage, and Understand ESG Trends with this quarter’s Mirova quarter Newsletter “Creating Sustainable Value”.
- February 11, 2021
Housing Finance Reform and the Biden White House: What’s Next?
A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.
10 Factors to Shape the Recovery with Nouriel Roubini
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Should Investors Be Leery of Inflation Risk?
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
The Economy Digitises as Healthcare Comes to the Fore
Healthcare spending and government balance sheets are just two of the pandemic responses likely to last for some time, writes Mirova’s Amber Fairbanks.
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.
Utility Companies Face Challenges in an Evolving Energy Landscape
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.