Macroeconomics
Bank Loans Outlook: Signals for a Constructive 2022
Loomis, Sayles & Co. Investment Director for Bank Loans Cheryl Stober summarizes expectations for a constructive 2022 with high demand and low defaults.
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.
Three Top Investor Concerns for 2022
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Stranger Things: Macro & Market Outlook 2022
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
Trend Follower Insight: Three Themes of 2021
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
Have You Seen the Writing on the Wall of Worry: Outlook 2022
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
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
Creating Sustainable Value: ECB and carbon neutrality
With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
Everything You Need to Know About Evergrande
Why investors should pause, take a breath and avoid overreacting.
A Tale of Two Halves
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.
This Time It’s Not the Same
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
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?
Creating Sustainable Value: The Transition to Responsible Capitalism Will Not be a Smooth Ride
With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
- May 21, 2021
DNCA Investment Outlook – April 2021
Despite the health situation remaining complex, the economic outlook is improving.
- April 28, 2021
Investing in Emerging Markets with WCM
To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.
- April 13, 2021
Seeyond Macro Insight: Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation
Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.
- March 29, 2021
- Stephanie Bigou
Seeyond Market Insights: Bitcoin and Cryptocurrencies, The Three Waves
Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.
- March 15, 2021
Seeyond Equity Insights: Stock market exuberance
Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.
- March 4, 2021
- Juan Sebastian Caicedo
AlphaSimplex: Trends Everywhere 2020
Taking a look at what trends worked well in 2020.
- February 5, 2021
DNCA Outlook for 2021
The global recession has been avoided in 2020. Nevertheless, uncertainties remain about the shape of the recovery.
- February 2, 2021
Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers
How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?
- November 2, 2020