With recession looming, central bank policy is a linchpin in H2 prospects.
Tightening monetary policy aimed at curbing inflation is increasing recession talk. Loomis, Sayles & Company covers key themes for the second half of 2022.
Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.
AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Read our affiliate’s views at the end of the first quarter 2022.
Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.
Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
Which asset classes may prevail over the new year 2022?
We all have a role to play in the environmental and social transition, and neither finance nor the bond markets are an exception.
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Seeyond provides insights on how the markets structural transformation changed the game for Value Investing over the past decade.
With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
Why investors should pause, take a breath and avoid overreacting.
DNCA discusses prospects for growth, inflation, monetary and fiscal policies.
How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?