Market Outlook

The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.

Market predictions alone are useless – what matters is the rationale behind the argument.

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.

Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.

A look at how market dynamics in 2019 could differ from recent years and what that could mean for investors.

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.

Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.

Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.

Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.

Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.

Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.

Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.

Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.

Loomis Sayles Fixed Income Manager Matt Eagan, CFA^® shares insights on navigating the current fixed income markets.

All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.

Climate-conscious active management can reduce long-term risk, encourage innovation and create further opportunities towards a transitioning economy.

A sustainable investing specialist from Mirova discusses the regional aspects of ESG investing and what investors might expect in the near term.

Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.

David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.