What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
The President and Congress take steps to sanction Russia and aid Ukraine financially. With no easy answers, the fallout is unknown and certainly complex.
As Putin invades Ukraine, our government policy expert Susan Olson outlines how Russia came to this position and the multi-faceted risks that could ensue.
The sports economy is driven by secular trends and continues to develop rapidly throughout the world. Find out how this market may offer interesting opportunities.
Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, provides the market analysis and 2022 outlook of the management team.
Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.
Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
Seeyond provides insights on how the markets structural transformation changed the game for Value Investing over the past decade.
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
China’s recent blitz of regulations has triggered a cascade of knock-on effects in global markets. Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles provides her insights.
Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles & Company provides insights on the Evergrande case.
Why investors should pause, take a breath and avoid overreacting.
Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation
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?
The use of hydrogen as a source of energy is in its early stages and its applications are as numerous as they are promising. Find out Mirova’s analysis.
In his new book, Mirova’s Philippe Zaouati argues that sustainable finance should underpin an economic reset and outlines the roadmap for a successful transformation.