Economy
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.
US Policy Makers Respond to Russia’s War on Ukraine
The President and Congress take steps to sanction Russia and aid Ukraine financially. With no easy answers, the fallout is unknown and certainly complex.
Russia’s Invasion of Ukraine – How We Got Here
As Putin invades Ukraine, our government policy expert Susan Olson outlines how Russia came to this position and the multi-faceted risks that could ensue.
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 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.
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?
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.