Equities

A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.

Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.

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

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.

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.

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.

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.

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.

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.

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