Economy
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.
Seeyond - Equity vs. Govies Volatility in 2021
Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.
- December 21, 2021
A New iPhone Moment: How Can Investors Capitalise on the Metaverse
Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?
What’s Ahead for Global Stock Markets in 2022?
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
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
A Fixed Income Predicament: The Case for a Flexible, Active Approach
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
A Guide to Understanding China's Regulatory Crackdown
China’s recent blitz of regulations has triggered a cascade of knock-on effects in global markets. Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles provides her insights.
Is Evergrande a Systemic Risk to China?
Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles & Company provides insights on the Evergrande case.
Everything You Need to Know About Evergrande
Why investors should pause, take a breath and avoid overreacting.
Real Estate Outlook: The Great American Re-opening?
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
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?
Alt-Protein: How to Feed the World Without Meat
Carmine De Franco, Head of Research at Ossiam Asset Management, on how sustainability concerns are stimulating growth in demand for alternative proteins.
- May 7, 2021
Green Hydrogen: A Catalyst for the Energy Transition
The use of hydrogen as a source of energy is in its early stages and its applications are as numerous as they are promising. Find out Mirova’s analysis.
- April 21, 2021
The Glass Ceiling, Piece by Piece
An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.
- March 30, 2021
Blowing Out Subscription Economy Strategy's 1st Candle
New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.
- March 18, 2021
Are Digital Currencies the Future of Money?
Stéphane Déo, Head of Markets Strategy at Ostrum Asset Management, on how digital currencies are moving into the mainstream and how they could represent the next stage of evolution for the world’s financial system.
Creating Sustainable Value: Environment – Social – Governance, a new investor's Bill of Rights?
Measure Impact, Engage, and Understand ESG Trends with this quarter’s Mirova quarter Newsletter “Creating Sustainable Value”.
- February 11, 2021
Sustainable Finance: Ringing in a Second Chance
In his new book, Mirova’s Philippe Zaouati argues that sustainable finance should underpin an economic reset and outlines the roadmap for a successful transformation.
Utility Companies Face Challenges in an Evolving Energy Landscape
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.