Market Outlook

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.

How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.

Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.

Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.

Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.

Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.

The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.

Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.

The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.

Ostrum AM experts deliver their economic and market analysis.

Chief Market Strategist David Lafferty shares his views on the post-Christmas global rally – and what investors should know about where markets may be headed.

Watch what the Loomis Sayles Full Discretion team has to say about recession risk.

Chief Market Strategist David Lafferty on what investors should know about Fed policy, interest rates and the yield curve – and their potential effect on markets over the near term.

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.

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.

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

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?

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

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

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

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.

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

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

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

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

A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.

Political insiders share their insights on the November 6 mid-term election results and interpret what it all means for the US, Europe and the world.

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.

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

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

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

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

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

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

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

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.