Bank Loans Outlook: Signals for a Constructive 2022

Loomis, Sayles & Co. Investment Director for Bank Loans Cheryl Stober summarizes expectations for a constructive 2022 with high demand and low defaults.

  • January 25, 2022
Investment Outlook 2022: Loomis, Sayles & Co. Macro & Market Views

Despite another global wave of Covid-19 and inflation, Loomis Sayles’ Senior Macro Strategies Analyst explains why a global expansion should stay on track.

  • January 13, 2022
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Three Top Investor Concerns for 2022

Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.

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Stranger Things: Macro & Market Outlook 2022

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

Trend Follower Insight: Three Themes of 2021

Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.

Have You Seen the Writing on the Wall of Worry: Outlook 2022

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

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
Creating Sustainable Value: ECB and carbon neutrality

With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.

  • October 28, 2021
Everything You Need to Know About Evergrande

Why investors should pause, take a breath and avoid overreacting.

  • September 24, 2021
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A Tale of Two Halves

Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.

DNCA Investment Outlook – July 2021

DNCA discusses prospects for growth, inflation, monetary and fiscal policies.

  • August 30, 2021
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This Time It’s Not the Same

Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.

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?

Creating Sustainable Value: The Transition to Responsible Capitalism Will Not be a Smooth Ride

With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.

  • May 21, 2021
DNCA Investment Outlook – April 2021

Despite the health situation remaining complex, the economic outlook is improving.

  • April 28, 2021
Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • April 13, 2021
Seeyond Macro Insight: Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation

Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.

Seeyond Market Insights: Bitcoin and Cryptocurrencies, The Three Waves

Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.

  • March 15, 2021
Seeyond Equity Insights: Stock market exuberance

Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.

AlphaSimplex: Trends Everywhere 2020

Taking a look at what trends worked well in 2020.

  • February 5, 2021
DNCA Outlook for 2021

The global recession has been avoided in 2020. Nevertheless, uncertainties remain about the shape of the recovery.

  • February 2, 2021
Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

  • November 2, 2020