Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.
Global Market Strategist Esty Dwek discusses the shape of the recovery, likely winners and losers, the outlook for bonds, and what risks may lie ahead.
Natixis Investment Managers Solutions latest thinking on what’s moving markets
COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.
Portfolio managers from DNCA, Harris Associates, Loomis Sayles, Mirova, Ostrum, Seeyond and Thematics AM provide their perspectives on the road to recovery.
The quickest, sharpest decline in history has been followed by the quickest, sharpest rebound, so the question now is: Where do we go from here? In this paper we take a look back at the history books and call on some veterans of the industry to help understand what the road to recovery might look like.
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.
Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.
Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.
A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.
How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
Our market strategists share insight into the state of retirement security today based on the results of the 2018 Global Retirement Index.