Outlook: A Volatile Start Could Present Opportunities in 2023

Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.

February 3, 2023
DNCA: Convictions & Outlook - Q3 2022

Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.

October 17, 2022 Financial Professional content – requires login
DNCA: Convictions & Outlook - Q2 2022

Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.

August 16, 2022 Financial Professional content – requires login
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.

April 26, 2022 Jack Janasiewicz - Garrett Melson
DNCA: Convictions & Outlook - Q1 2022

Read our affiliate’s views at the end of the first quarter 2022.

April 26, 2022 Financial Professional content – requires login
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 Financial Professional content – requires login
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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.

March 30, 2022
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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.

March 22, 2022 Michael J. Acton
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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.

February 10, 2022
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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 Financial Professional content – requires login
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.

November 5, 2020