The Outlook for Outlooks

Market predictions alone are useless – what matters is the rationale behind the argument.

10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

  • 1 week ago
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Forecasting Trends in Sustainable Investing

Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.

  • 1 week ago
What Could Go Wrong? Measuring 7 Top Market Risks

Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.

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Overly Emotional Equity Markets Creating Opportunity for Value Investors

Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.

Macro & Market Commentary

Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.

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From the Summit: Making Sense of ESG

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

  • January 11, 2019
Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.

  • January 9, 2019
Capital Markets 2019: Change Is in the Air

A look at how market dynamics in 2019 could differ from recent years and what that could mean for investors.

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From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

  • December 28, 2018
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European Stocks and the Wall of Worry

Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.

2019 Institutional Outlook

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

  • December 17, 2018
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Natixis Investment Managers Summit Highlights

World leaders, innovators exchange fresh ideas at the Natixis Investment Managers Summit.

  • December 12, 2018
Searching for Late Cycle Yield Advantage

Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.

  • December 6, 2018
Throw Out the Crystal Ball: 2019 Market Outlook

Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.

Pursuing Hidden Value in Global Bond Markets

Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.

  • December 4, 2018
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Late Cycle Investing: Focus on Flexibility and Diversification

Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.

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The Change Variable: Cross-Sector Disruptors and Investing

Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.

  • November 21, 2018
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Rising Rates and Duration Risk

Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.

Why Investors Should Be Cautious, Not Bearish

Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.

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Fixed Income Amid Rising Rates: Challenges and Opportunities

Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.

  • November 1, 2018
Financial Industry Reimagining Businesses for a Sustainable, Greener World

All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.

  • October 22, 2018
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The World Is Changing: Investing and the New ESG

Sustainable companies may not only resonate with investor values – they may be better positioned for good business long-term.

  • October 22, 2018
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The "Easy Money" Has Been Made

Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.

Step by Step: Reducing the Carbon Footprint of Investments

Climate-conscious active management can reduce long-term risk, encourage innovation and create further opportunities towards a transitioning economy.

  • September 28, 2018
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Gauging Sustainable Investing Trends

A sustainable investing specialist from Mirova discusses the regional aspects of ESG investing and what investors might expect in the near term.

  • September 19, 2018
Crowded at the Top? Looking at Index Concentration

With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.

What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing

Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.

  • September 4, 2018
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Accounting for Intangible Assets: The New Value Investing

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.

  • September 4, 2018
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Growth Equity Strategies in Accordance with Loomis, Sayles & Company

Hollie Briggs, product manager and member of the Growth Equity Strategies Team, headed up by Aziz Hamzaogullari, discusses their ‘deep-dive’ research process, plus what differentiates them from the pack when picking stocks, and why the team has held certain stocks for so long.

  • August 30, 2018
International Equity Outlook: Market Instability Can Mean Opportunity

David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

Decarbonised Equities: How to Stay Cool

Reducing your portfolio’s carbon footprint has just been made a lot easier thanks to Mirova’s new carbon impact methodology.

  • July 2, 2018
Investing in the Age of Sustainable Development Goals

A tailored investment approach reconciling economic, environmental, and social value creation.

  • July 2, 2018
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Flexibility in Fixed Income is Key When Rates Are on the Rise

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.

  • June 21, 2018