Bank Loans Outlook: Signals for a Constructive 2022 Bank Loans Outlook: Signals for a Constructive 2022

Loomis, Sayles & Co. Investment Director for Bank Loans Cheryl Stober summarizes expectations for a constructive 2022 with high demand and low defaults.

  • January 25, 2022
Investment Outlook 2022: Loomis, Sayles & Co. Macro & Market Views Investment Outlook 2022: Loomis, Sayles & Co. Macro & Market Views

Despite another global wave of Covid-19 and inflation, Loomis Sayles’ Senior Macro Strategies Analyst explains why a global expansion should stay on track.

  • January 13, 2022
Three Top Investor Concerns for 2022
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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.

Fixed Income: Top Five Themes to Watch in 2022
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Fixed Income: Top Five Themes to Watch in 2022

Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.

  • December 22, 2021
Curb Appeal of Real Estate Markets in 2022
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Curb Appeal of Real Estate Markets in 2022

Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.

Green Vision: Travel Through Tech Odyssey Green Vision: Travel Through Tech Odyssey

Risks of the growing, unpredictable technology sector and its infinite possibilities to meet environmental and social challenges are explored by Mirova analyst.

Trend Follower Insight: Three Themes of 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.

A New iPhone Moment: How Can Investors Capitalise on the Metaverse A New iPhone Moment: How Can Investors Capitalise on the Metaverse

Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?

  • December 13, 2021
What’s Ahead for Global Stock Markets in 2022?
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What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

2022 Institutional Outlook 2022 Institutional Outlook

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

Will AI Change the Workplace Forever? Will AI Change the Workplace Forever?

There’s no shortage of extravagant predictions for the long-term impact of Artificial Intelligence, but what does the technology promise for our workplaces within this decade?

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

Credit Market Update: Appetite for Yield Continues Credit Market Update: Appetite for Yield Continues

With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.

  • December 1, 2021
7 Themes for Investing in Changing Markets 7 Themes for Investing in Changing Markets

Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.

Core Plus Bond Insight: Growth, Inflation and the Fed Core Plus Bond Insight: Growth, Inflation and the Fed

Fixed income market action in Q3 and drivers to consider going forward are discussed by Loomis, Sayles & Co. Core Plus Bond Team’s Richard Raczkowski.

Creating Sustainable Value: ECB and carbon neutrality 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
A Fixed Income Predicament: The Case for a Flexible, Active Approach
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A Fixed Income Predicament: The Case for a Flexible, Active Approach

Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.

  • October 8, 2021
The Realities of Realizing Risk The Realities of Realizing Risk

AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.

Everything You Need to Know About Evergrande Everything You Need to Know About Evergrande

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

  • September 24, 2021
7 Back-to-School Market Lessons For Investors 7 Back-to-School Market Lessons For Investors

Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.

Real Estate Outlook: The Great American Re-opening? Real Estate Outlook: The Great American Re-opening?

How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.

How Will Munis Fare in 2H 2021? How Will Munis Fare in 2H 2021?

Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.

  • August 31, 2021
DNCA Investment Outlook – July 2021 DNCA Investment Outlook – July 2021

DNCA discusses prospects for growth, inflation, monetary and fiscal policies.

  • August 30, 2021
Where’s the Value in This Phase of the Recovery?
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Where’s the Value in This Phase of the Recovery?

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

  • August 20, 2021
7 International Investing Insights from David Herro 7 International Investing Insights from David Herro

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

Natixis Strategist Midyear Outlook Natixis Strategist Midyear Outlook

Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.

Gen Z: Who Else?

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Jens Peers, CFA, CEO, and CIO, Mirova US, elaborates on Generation Z and identifies key characteristics and trends; he also highlights some possible scenarios of how it may impact other generations going forward.

Creating Sustainable Value: The Transition to Responsible Capitalism Will Not be a Smooth Ride Creating Sustainable Value: The Transition to Responsible Capitalism Will Not be a Smooth Ride

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

  • May 21, 2021
Roaring 20s or Economic Slowdown Ahead?
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Roaring 20s or Economic Slowdown Ahead?

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Trend Following: Signs of Inflation? Trend Following: Signs of Inflation?

Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.

DNCA Investment Outlook – April 2021 DNCA Investment Outlook – April 2021

Despite the health situation remaining complex, the economic outlook is improving.

  • April 28, 2021
Value Investing and the “New Normal”: What’s Changed? Value Investing and the “New Normal”: What’s Changed?

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Seeyond Macro Insight: Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation Seeyond Macro Insight: Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation

Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.

  • March 29, 2021
Post-crisis International Value Investing: A World of Opportunity Post-crisis International Value Investing: A World of Opportunity

Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.

Seeyond Market Insights: The Trend is Your Friend Seeyond Market Insights: The Trend is Your Friend

Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.

  • March 19, 2021
Seeyond Market Insights: Bitcoin and Cryptocurrencies, The Three Waves Seeyond Market Insights: Bitcoin and Cryptocurrencies, The Three Waves

Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.

  • March 15, 2021
Seeyond Equity Insights: Stock market exuberance Seeyond Equity Insights: Stock market exuberance

Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.

2021 Fund Selector Outlook 2021 Fund Selector Outlook

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

Creating Sustainable Value: Environment – Social – Governance, a new investor's Bill of Rights? Creating Sustainable Value: Environment – Social – Governance, a new investor's Bill of Rights?

Measure Impact, Engage, and Understand ESG Trends with this quarter’s Mirova quarter Newsletter “Creating Sustainable Value”.

  • February 11, 2021
AlphaSimplex: Trends Everywhere 2020 AlphaSimplex: Trends Everywhere 2020

Taking a look at what trends worked well in 2020.

  • February 5, 2021
 DNCA Outlook for 2021 DNCA Outlook for 2021

The global recession has been avoided in 2020. Nevertheless, uncertainties remain about the shape of the recovery.

  • February 2, 2021
Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari
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Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.

Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers 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
Artificial Intelligence & Robotics: An Exponential Growth
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Artificial Intelligence & Robotics: An Exponential Growth

A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.

  • September 4, 2020
Water: An Indispensable Life-Sustaining Resource
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Water: An Indispensable Life-Sustaining Resource

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

  • September 3, 2020
Ostrum AM’s Monthly Market Update (June)
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Ostrum AM’s Monthly Market Update (June)

Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management.

  • June 16, 2020
Loomis Sayles: An update on portfolio changes in the growth equity strategies
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Loomis Sayles: An update on portfolio changes in the growth equity strategies

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.

  • May 28, 2020
DNCA Investment Outlook – April 2020 DNCA Investment Outlook – April 2020

The rebound in activity should be very gradual, penalised by the restructuring of many sectors and a less dynamic demand.

  • April 17, 2020
The Age of Anxiety: Professional Fund Buyers Seek Alpha, Diversification – and Defense The Age of Anxiety: Professional Fund Buyers Seek Alpha, Diversification – and Defense

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

Subscription Economy: The Future of Consumption
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Subscription Economy: The Future of Consumption

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.

  • February 12, 2020
Creating Sustainable Value: Should the Financial Markets Worry About Social Inequalities? Creating Sustainable Value: Should the Financial Markets Worry About Social Inequalities?

European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition.

  • February 6, 2020
2020 Institutional Outlook 2020 Institutional Outlook

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

Concerns and Expectations of Professional Fund Buyers for 2019 Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

Investing in the Age of Sustainable Development Goals Investing in the Age of Sustainable Development Goals

A tailored investment approach reconciling economic, environmental, and social value creation.

  • July 2, 2018
Top Concerns for Professional Fund Buyers in 2018 Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

Riding the Aftershock: Wholesale Portfolio Manager Survey Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.