Macroeconomics
Searching for Growth in Emerging Markets
Our experts from WCM and Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.
Loomis Sayles Outlook: Macro Headwinds May Warrant a Tilt to Fixed Income
With equities challenged, macro headwinds and a possible corporate profits recession, Loomis Sayles is constructive on duration and fixed income overall.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
Where are Global Financial Institutions Allocating Assets in 2023?
Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.
March 22 Fed Meeting Recap
Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
Credit Suisse and the Implications for European Banking
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
Why Everyone's Talking About… Bonds
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
Why Everyone's Talking About… Recession
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
Expect Positive Trends for Corporate Bonds in 2023
Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.
Outlook or Look Out! Macro Analysis for 2023
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
DNCA: Convictions & Outlook - Q3 2022
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
Are We There Yet? Pulse Check: Macro, Markets & Inflation
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
DNCA: Convictions & Outlook - Q2 2022
Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.
Strategist Outlook: The End of Easy Money
With recession looming, central bank policy is a linchpin in H2 prospects.