Making Sense of the 2020 Elections: What Happened – and What’s Next?
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Making Sense of the 2020 Elections: What Happened – and What’s Next?

Veteran political observer Carl Hulse, Chief Washington Correspondent for The New York Times, recaps the 2020 election season and its implications for the road ahead.

Global Market Strategy
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Global Market Strategy

Natixis Investment Managers Solutions latest thinking on what’s moving markets.

What’s Next for Congress, the Country and Covid After Election 2020?
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What’s Next for Congress, the Country and Covid After Election 2020?

Market and political experts from Signum Global Advisors discuss what may lie ahead for the US and global markets following the US elections.

Election 2020: Record Turnout, Razor-Thin Results, What Now? Election 2020: Record Turnout, Razor-Thin Results, What Now?

A look at early Election 2020 results and what they could mean for policy and politics over the near term.

November Outlook: Market Conditions After the Vote November Outlook: Market Conditions After the Vote

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

US Election Scenarios US Election Scenarios

With less than two weeks to go before the US elections, polls are pointing to a Biden victory, though a Trump comeback cannot be excluded.

Finding Value Opportunities in the Pandemic Economy
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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Will the 2020 Presidential Election Results Be Litigated? Will the 2020 Presidential Election Results Be Litigated?

A contested election could lead to market volatility, but it may not be a foregone conclusion.

Opportunities in the Emerging Recovery Opportunities in the Emerging Recovery

Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.

Washington Conversation: Election 2020 Approaches Its Apex
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Washington Conversation: Election 2020 Approaches Its Apex

As Election Day grows near, VP of Government Relations Susan Olson talks with two Washington insiders about the candidates, the campaigns, and the issues.

Rising to the Challenges of Retirement
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Rising to the Challenges of Retirement

Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Improved treatments, behavioral changes, fiscal aid, and consumer savings have helped sustain the COVID-19 recovery – but challenges remain.

October Outlook: Why Room for Growth – and Volatility – Remains October Outlook: Why Room for Growth – and Volatility – Remains

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

Lessons in Leadership
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Lessons in Leadership

5 P’s of discipline, call for world leadership on pandemic, democracy and contested election insight from former White House Chief of Staff Andy Card

Have Markets Become Addicted to Stimulus? Have Markets Become Addicted to Stimulus?

Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?

Fall Season: How Concerned Should Investors Be About Volatility? Fall Season: How Concerned Should Investors Be About Volatility?

PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.

View from Washington: A Supreme Court Seat Enters the Election Fray View from Washington: A Supreme Court Seat Enters the Election Fray

VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.

What Might a Biden Tax Plan Mean for Investors?
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What Might a Biden Tax Plan Mean for Investors?

A look at the major components of the candidate’s tax policy proposals and their potential implications for markets and portfolios.

Reflections on Ten Years in Trend Following Reflections on Ten Years in Trend Following

AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.

CEO Panel Talk: Investing with Purpose
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CEO Panel Talk: Investing with Purpose

What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.

Sizing Up Further Federal COVID-19 Aid
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Sizing Up Further Federal COVID-19 Aid

The question of whether additional federal aid dollars are forthcoming continues to be debated – here’s a look at the timeline and potential outcomes.

Split Down the Middle Split Down the Middle

Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?

Is the Market’s Health Contingent on Additional Federal Aid? Is the Market’s Health Contingent on Additional Federal Aid?

A look at US savings levels and why the market is unlikely to roll over anytime soon.

September Outlook: Data Continues to Point to a Measured Recovery September Outlook: Data Continues to Point to a Measured Recovery

While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.

Year-End Outlook: Tracking the Post-COVID-19 Economy Year-End Outlook: Tracking the Post-COVID-19 Economy

As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.

Measuring the Sustainability of US Economic Recovery in COVID Times
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Measuring the Sustainability of US Economic Recovery in COVID Times

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

  • August 24, 2020
Would President Biden Be Bad for Markets? Would President Biden Be Bad for Markets?

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

COVID-19 Impact on Real Estate: A Global View from AEW
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COVID-19 Impact on Real Estate: A Global View from AEW

What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.

  • August 6, 2020
COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.

Assessing Increasing COVID-19 Case Counts and Markets
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Assessing Increasing COVID-19 Case Counts and Markets

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

August Outlook: Is the Market Poised for a Breakout? August Outlook: Is the Market Poised for a Breakout?

While COVID-19 challenges remain, many key indicators of a global recovery persist.

Rumors of a Tech Bubble Are Highly Exaggerated Rumors of a Tech Bubble Are Highly Exaggerated

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

Where Next for Brexit and the EU?
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Where Next for Brexit and the EU?

We welcome Signum Global Advisors’ Seb Dance, Senior Advisor and Anna Rosenberg, Partner, Head of Europe and UK for an in-depth geopolitical discussion on the most pressing Brexit topics

  • July 16, 2020
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Regular Investing: Don’t Get Blown Off Course Regular Investing: Don’t Get Blown Off Course

Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.

  • July 2, 2020
July Market Outlook: Slowly Reopening, with an Eye Toward Risks July Market Outlook: Slowly Reopening, with an Eye Toward Risks

Headline risks remain, while a slow return to normal remains under way. Expectations for a return to pre-COVID levels of activity should remain measured.

The Road from Here: Global Market Perspectives with Bloomberg’s John Authers
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The Road from Here: Global Market Perspectives with Bloomberg’s John Authers

Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Taking measure of reopening progress in the US, with a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

Could Stock Market Leadership Change Coming Out of COVID-Recession?
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Could Stock Market Leadership Change Coming Out of COVID-Recession?

Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.

Ostrum AM’s Monthly Market Update (June)
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Ostrum AM’s Monthly Market Update (June)

Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management

  • June 16, 2020
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Midyear Outlook 2020: Selloff. Rebound. What’s Next?
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Midyear Outlook 2020: Selloff. Rebound. What’s Next?

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.

As the US Reopens, How Likely Is a Second COVID-19 Lockdown? As the US Reopens, How Likely Is a Second COVID-19 Lockdown?

Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.

Hazy Conditions: US-China Relations and Emerging Markets Hazy Conditions: US-China Relations and Emerging Markets

A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.

June Outlook: New Market Dynamics and the Post-COVID-19 Recovery June Outlook: New Market Dynamics and the Post-COVID-19 Recovery

Global Market Strategist Esty Dwek considers the pace of the economic recovery and potential near-term market conditions.

COVID-Recession Dynamics & Differences
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COVID-Recession Dynamics & Differences

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

Resiliency & Risks in Global Financial Systems
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Resiliency & Risks in Global Financial Systems

COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.

Restless Summer: Tracking the Post-COVID-19 Economy Restless Summer: Tracking the Post-COVID-19 Economy

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

Bloomberg Podcast: Harvesting Crisis Alpha
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Bloomberg Podcast: Harvesting Crisis Alpha

Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.

Dorval’s Macro Corner: Some Legitimate Worries Dorval’s Macro Corner: Some Legitimate Worries

As the severe confinement ends, questions arise about the political, fiscal, social, economic and financial consequences of the coronavirus crisis.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

Winter is…coming? Winter is…coming?

The Covid-19 crisis clearly is unprecedented. Seeyond explains why we should analyze its consequences on market behavior with humility and cautiousness.

Election 2020: Coronavirus and the Politics of Federal Aid Election 2020: Coronavirus and the Politics of Federal Aid

US government aid has been crucial for markets during the COVID-19 pandemic, but election season is likely to complicate continued funding efforts.

Are Markets Underestimating Recovery Challenges? Are Markets Underestimating Recovery Challenges?

While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.

Q&A with Jens Peers, Mirova – Serious About Sustainability
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Q&A with Jens Peers, Mirova – Serious About Sustainability

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.

  • April 30, 2020
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Crisis & Recovery: What Economic and Epidemic Models Are Telling Us
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Crisis & Recovery: What Economic and Epidemic Models Are Telling Us

Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.

Last Contango in Paris : What oil markets tell us about volatility markets Last Contango in Paris : What oil markets tell us about volatility markets

Oil market has recently made the news with negative prices. This is an opportunity to highlight the parallel between the Oil and Volatility markets.

Evaluating 5 COVID-19 Market Narratives Evaluating 5 COVID-19 Market Narratives

Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.

Protecting Your Portfolio in a Downmarket with Aziz Hamzaogullari
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Protecting Your Portfolio in a Downmarket with Aziz Hamzaogullari

Aziz Hamzaogullari, Chief Investment Officer and founder of the Growth Equities Strategies team at Loomis Sayles talks about how to protect your portfolio in market crisis.

The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

DNCA Investment Outlook – April 2020 DNCA Investment Outlook – April 2020

The rebound in activity should be very gradual, penalised by the restructuring of many sectors and a less dynamic demand.

  • April 17, 2020
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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?
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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.

Post-Pandemic US Outlook: Assessing the Potential Strength of Recovery Post-Pandemic US Outlook: Assessing the Potential Strength of Recovery

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

Coronavirus and Inflation: Pricing the Pandemic Coronavirus and Inflation: Pricing the Pandemic

COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?

WCM Takes an Active, Long-Term Approach to Down Markets
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WCM Takes an Active, Long-Term Approach to Down Markets

Paul Black, co-CEO and Portfolio Manager at WCM Investment Management, talks about COVID-19 market turbulence and how an active approach seeks to uncover opportunities in down markets.

  • April 14, 2020
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In Conversation with Professor Shiller
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In Conversation with Professor Shiller

Nobel Prize winning economist Professor Robert Shiller talks Coronavirus, Artificial Intelligence and narrative economics.

  • April 2, 2020
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Crisis or Correction? – A Quant's View of the Coronavirus Crisis or Correction? – A Quant's View of the Coronavirus

What a crisis event is and how trend-following strategies began searching for crisis alpha as the virus spread is examined by AlphaSimplex’s Chief Research Strategist.

Into the Unknown: Gauging the Depth of the COVID-19 Recession Into the Unknown: Gauging the Depth of the COVID-19 Recession

A look at whether investors can expect a short or prolonged market downturn as a result of the COVID-19 pandemic.

Coronavirus Markets: Have We Seen the Bottom? Coronavirus Markets: Have We Seen the Bottom?

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

View from Washington: How Might COVID-19 Impact Election Season? View from Washington: How Might COVID-19 Impact Election Season?

VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.

Growth Scenarios Ahead
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Growth Scenarios Ahead

With the world dealing with the impact of COVID-19, our Head of Global Market Strategy looks at three possible scenarios that could to unfold in the economy and markets.

Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee

Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.

View from Washington: Markets, COVID-19 and the Federal Response View from Washington: Markets, COVID-19 and the Federal Response

VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.

What an Oil Price War Could Mean for Markets and Investors What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

COVID-19: Perspectives from a Long-Term Value Investor COVID-19: Perspectives from a Long-Term Value Investor

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

  • March 3, 2020
COVID-19: Making Sense of Market Sentiment COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Slower for Longer? Gauging Market Reaction to COVID-19 Slower for Longer? Gauging Market Reaction to COVID-19

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

Assessing the Impact of the Coronavirus on Financial Markets Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

WCM Sees Growing Opportunity in Emerging Markets WCM Sees Growing Opportunity in Emerging Markets

Portfolio managers Greg Ise and Mike Trigg of WCM Investment Management, talk about their distinctive approach to the emerging markets equity space

  • February 18, 2020
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Allocating to Where the Value Is in Global Markets
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Allocating to Where the Value Is in Global Markets

More attractive opportunities in equities than fixed income today, explains Loomis Sayles Global Allocation Manager Eileen Riley.

  • February 14, 2020
Coronavirus and Global Markets: What Investors Should Know Coronavirus and Global Markets: What Investors Should Know

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

Price Matters: International Value Opportunities Today
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Price Matters: International Value Opportunities Today

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

No Excess Economic Optimism, But Questions About Equity Valuation No Excess Economic Optimism, But Questions About Equity Valuation

As with previous epidemics, the coronavirus will have a temporary and reversible negative impact on the Chinese and global economy.

How Might the Coronavirus Impact Markets and Investors in the Near Term? How Might the Coronavirus Impact Markets and Investors in the Near Term?

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

Know Your Loans – Why Active Management Matters
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Know Your Loans – Why Active Management Matters

Robust interest coverage and generally low leverage continue to make bank loans attractive, says a member of Loomis, Sayles & Company’s Bank Loans Team.

  • January 24, 2020
Ten Investor Risk Considerations for 2020 Ten Investor Risk Considerations for 2020

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

Data Privacy Regulation in the US
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Data Privacy Regulation in the US

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

A Year of Geopolitical Détente or Danger? Global Outlook 2020
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A Year of Geopolitical Détente or Danger? Global Outlook 2020

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

The Extension of the Economic Cycle Favors a Broadening of the Equity Rally The Extension of the Economic Cycle Favors a Broadening of the Equity Rally

The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.

Too Early for Pessimists Too Early for Pessimists

Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.

Status Quo Enough for Markets Status Quo Enough for Markets

The rally in equities can continue, although decent earnings results will be needed to maintain momentum.

The Battle Against Slowing Growth Takes Shape The Battle Against Slowing Growth Takes Shape

Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?

Macro Outlook: Risks Have Increased Near Term Macro Outlook: Risks Have Increased Near Term

Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.

  • May 22, 2019
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Natixis Exchange: Politics, Trade and the Challenge of China Natixis Exchange: Politics, Trade and the Challenge of China

Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.

Beta and the bull run Beta and the bull run

Increased market volatility and lingering geopolitical uncertainty can make it harder to look for uncorrelated sources of investment returns in the long run

  • April 30, 2019
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Natixis Investment Managers Summit Highlights Natixis Investment Managers Summit Highlights

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.