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Thematic Investing: The Time to Invest in the Future Isn't Tomorrow, It's Today
Macroeconomics
Global Market Strategy
Natixis Investment Managers Solutions latest thinking on what’s moving markets.
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Where Next for Brexit and the EU?
We welcome Signum Global Advisors’ Seb Dance, Senior Advisor and Anna Rosenberg, Partner, Head of Europe and UK for an in-depth geopolitical discussion on the most pressing Brexit topics
The Road from Here: Global Market Perspectives with Bloomberg’s John Authers
Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.
Midyear Outlook 2020: Selloff. Rebound. What’s Next?
Global Market Strategist Esty Dwek discusses the shape of the recovery, likely winners and losers, the outlook for bonds, and what risks may lie ahead.
Resiliency & Risks in Global Financial Systems
COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.
COVID-19: Perspectives On The Road To Recovery
Portfolio managers from DNCA, Harris Associates, Loomis Sayles, Mirova, Ostrum, Seeyond and Thematics AM provide their perspectives on the road to recovery.
Crisis & Recovery: What Economic and Epidemic Models Are Telling Us
Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.
Coronavirus and Inflation: Pricing the Pandemic
COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?
View from Washington: How Might COVID-19 Impact Election Season?
VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.
A Year of Geopolitical Détente or Danger? Global Outlook 2020
Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.
From the Summit: The Future of Europe
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.