Inflation is unlikely to be a concern amid an accommodative monetary environment, while risk assets remain attractive despite the risk of reversals, writes Esty Dwek of Natixis IM Solutions.
With the pandemic’s cloud over company fundamentals not moving any time soon, uncertainty over valuations are likely to add to potential volatility, writes Seeyond’s Nicolas Just
Uncertainty defines the tentative recovery, but changing consumption habits and strengthening ESG data present opportunities, writes Ossiam’s Etienne Vincent
Investors to turn to increasingly inventive approaches in search of yield amid a calming political and medical picture, write Ostrum’s Stéphane Déo and Philippe Berthelot
Pent-up demand unlocked and the revival of Chinese growth are causes for optimism for 2021, with strong performances across sectors and markets likely, writes Craig Burelle.
A look at the recent China defaults: what happened and what can be expected in 2021.
Frank Trividic, Deputy Chief Investment Officer at Seeyond, provides insights on international markets and near-term outlook.
Natixis Investment Managers Solutions latest thinking on what’s moving markets.
How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
In the midst of conflicting market signals, Seeyond provides its quantitative market analysis and outlook.
Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.
COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.
Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.
COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?
VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.