Watch
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.

The Inflation Reduction Act of 2022 Summarized

Natixis government affairs specialist Susan Olson outlines the nuts and bolts of the long-awaited Inflation Reduction Act.

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.

Q3 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views

Tightening monetary policy aimed at curbing inflation is increasing recession talk. Loomis, Sayles & Company covers key themes for the second half of 2022.

  • July 14, 2022
Watch
Shift of Dismay: Inflation, Markets & Volatility at Midyear

Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

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
Seeyond Macro Insights: When the laws of physics get involved...

Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.

  • April 25, 2022
Watch
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.

Watch
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
Watch
Making Market Sense of Rates, Russia and Real Inflation

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

Watch
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
Watch
Three Top Investor Concerns for 2022

Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.

  • December 23, 2021
Trend Follower Insight: Three Themes of 2021

Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.

Have You Seen the Writing on the Wall of Worry: Outlook 2022

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

The Torments of Value Investing: Part I

Seeyond provides insights on how the markets structural transformation changed the game for Value Investing over the past decade.

  • November 23, 2021
Creating Sustainable Value: ECB and carbon neutrality

With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.

  • October 28, 2021
Everything You Need to Know About Evergrande

Why investors should pause, take a breath and avoid overreacting.

  • September 24, 2021
Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

  • November 2, 2020