Equities

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

Market Strategist Alex Pire of Seeyond looks at the COVID-19 vaccine timeline, Brexit, and other potential near and long-term risks facing investors.

A look at US savings levels and why the market is unlikely to roll over anytime soon.

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

While COVID-19 challenges remain, many key indicators of a global recovery persist.

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that the conversation with clients can be more productive.

Taking measure of reopening progress in the US, with a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.

The automation and technological improvements wrought by AI and Robotics are changing the way we live, interact and do business.

A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

More attractive opportunities in equities than fixed income today, explains Loomis Sayles Global Allocation Manager Eileen Riley.

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

Portfolio Manager Amber Fairbanks discusses ESG integration, impact investing and Mirova’s global sustainable equity investment strategy.

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

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