Macroeconomics
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.
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.
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.
Seeyond Macro Insights: When the laws of physics get involved...
Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.
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.
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.
Making Market Sense of Rates, Russia and Real Inflation
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
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?
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.
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.
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.
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.
Everything You Need to Know About Evergrande
Why investors should pause, take a breath and avoid overreacting.
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?