Fixed income
US policy shifts and bond investing implications
Why global trade, deficits, and other policies may lead to prolonged higher for longer rates and what it means for bonds.
Equities
The case for international equities: Is the thesis unfolding?
Harris I Oakmark Portfolio Managers David Herro and Justin Hance share their thoughts on international stock catalysts.
Equities
Defensive by nature: Gateway low-volatility equity strategies
Money Life’s Chuck Jaffe interviews a volatility expert at Gateway on playing defense with low-volatility equity today.
Macro views
Recession threat? How tariffs are shaping the economic outlook
Macro experts Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
Macro views
Tariffs: What may be the fallout from shifting trade policies?
Views from our active investment managers on tariff implications for fixed income, equities, volatility, and the economy.
Macro views
Interpreting the potential impact of Trump’s trade tariffs
Natixis macro experts detail the potential economic ramifications of recent tariffs placed on US trading partners.
Fixed income
Broadening the opportunity set in fixed income for volatile times
Amid tariff uncertainty, taking a flexible approach to pursue excess returns across fixed income sectors has advantages.
Macro views
Trump tariffs: Shock to prices, growth and confidence
A breakdown of tariff specifics, market reaction, rising recession probabilities, and trade relations going forward.
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