A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.
Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.
David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.
Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.
Clouds on the horizon: five capital market story lines to watch in the second half of 2018.
Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.
How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.
Learn about why our proprietary seven-step research framework is the cornerstone of our investment decision making process and drives our security selection.
Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.
In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.
A panel of Natixis investment managers discuss their market outlooks for 2018
Green bonds are making inroads into global fixed income markets as the focus on climate change and ESG investing heats up.
Identifying key factors and risks that could cause stock market volatility to increase in the coming months.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.