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.
With equities challenged, macro headwinds and a possible corporate profits recession, Loomis Sayles is constructive on duration and fixed income overall.
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.
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.
Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.
With recession looming, central bank policy is a linchpin in H2 prospects.