Market Outlook

AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.

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.

Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.

Discover Agathe Foussard and Nelson Ribeirinho’s analysis on the new catalysts for Greenium in 2022.

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.

While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

AEW Research Director Mike Acton, CFA^® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

Loomis, Sayles & Company’s Full Discretion Team Co-Head Matt Eagan on how easy Fed monetary policy has been, and the implications as tightening transpires.

Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA^®, considers the less obvious dependencies on Russia, including aluminum and titanium.

Market and macroeconomic implications of the Russia-Ukraine crisis are explored by our strategists.

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

Mirova Portfolio Manager Amber Fairbanks discusses ESG-related innovation, opportunities, risk considerations, evolving regulations, and more.

Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.

Fed policy moves, inflation, and security selection opportunities for active non-traditional fixed income managers are discussed by Loomis Sayles’ Matt Eagan.

Fund selectors look past Covid to bigger risks in 2022.

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

Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

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

Jens Peers, CFA, CEO, and CIO, Mirova US, elaborates on Generation Z and identifies key characteristics and trends; he also highlights some possible scenarios of how it may impact other generations going forward.

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.