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Expect Positive Trends for Corporate Bonds in 2023

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

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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.

Investment Outlook: A Cautious View Amid Continued Fed Hiking

More Fed tightening, potential long-term US dollar strength, resilient earnings but challenged equities, some value in credit sectors, and no imminent resolution in Ukraine.

  • October 21, 2022
DNCA: Convictions & Outlook - Q3 2022

Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.

  • October 17, 2022
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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.

  • August 16, 2022
Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

Managed Futures and Macro Uncertainty: Navigating the Extremes

AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.

Can Big Tech Earnings Calm Market Fears?

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

DNCA: Convictions & Outlook - Q1 2022

Read our affiliate’s views at the end of the first quarter 2022.

  • April 26, 2022
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A New Age for Geopolitics and Global Markets

Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.

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Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

  • March 30, 2022
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Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

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Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends

AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

Mirova Outlook 2022

Which asset classes may prevail over the new year 2022?

  • February 3, 2022
How to Maximise Impact by Investing in Green Bonds

We all have a role to play in the environmental and social transition, and neither finance nor the bond markets are an exception.

  • January 28, 2022