More Fed tightening, potential long-term US dollar strength, resilient earnings but challenged equities, some value in credit sectors, and no imminent resolution in Ukraine.
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Natixis government affairs specialist Susan Olson outlines the nuts and bolts of the long-awaited Inflation Reduction Act.
With recession looming, central bank policy is a linchpin in H2 prospects.
Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.
AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Read our affiliate’s views at the end of the first quarter 2022.
Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.
Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
Which asset classes may prevail over the new year 2022?
We all have a role to play in the environmental and social transition, and neither finance nor the bond markets are an exception.
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
Seeyond provides insights on how the markets structural transformation changed the game for Value Investing over the past decade.
How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?