Can Big Tech Earnings Calm Market Fears? 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 DNCA Convictions & Outlook Q1-2022

Read our affiliate’s views at the end of the first quarter 2022.

  • April 26, 2022
Seeyond Macro Insights: When the laws of physics get involved... Seeyond Macro Insights: When the laws of physics get involved...

Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.

An Inverted Yield Curve May Signal Recession, But Not Always An Inverted Yield Curve May Signal Recession, But Not Always

While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.

  • April 20, 2022
Credit Market Update: Quality Matters As Inflation Ticks Higher Credit Market Update: Quality Matters As Inflation Ticks Higher

What the credit cycle’s advance into late expansion phase means for fixed income investors is explained by Loomis Sayles’ Full Discretion Team.

Q2 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views Q2 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views

How the tide is going out on the great wave of liquidity in the markets after the pandemic and what it means for investors in 2022 and beyond.

  • April 14, 2022
Equity Outlook: Get Ready for Volatility & Value Plays
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Equity Outlook: Get Ready for Volatility & Value Plays

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

  • April 7, 2022
Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends
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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.

Off Ramps for Russia and Markets Off Ramps for Russia and Markets

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

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?

Macro Consequences of Russia's Invasion Macro Consequences of Russia's Invasion

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

Russia-Ukraine: The new risk regime for investors Russia-Ukraine: The new risk regime for investors

Emmanuel Bourdeix, Chief Executive Officer at Seeyond, shares his insights on the current risk regime in the markets.

David Herro on Russia-Ukraine and International Investing David Herro on Russia-Ukraine and International Investing

As market volatility escalates in response to Russia’s invasion, international equity value expert David Herro of Harris Associates shares his perspectives.

The Fed Hiking Cycle: How Tight Is Tighter? The Fed Hiking Cycle: How Tight Is Tighter?

Loomis, Sayles & Company’s Full Discretion Team Co-Head Matt Eagan on how easy Fed monetary policy has been, and the implications as tightening transpires.

How Fixed Income Managers Are Thinking About Russia’s Invasion How Fixed Income Managers Are Thinking About Russia’s Invasion

Loomis, Sayles & Company’s Global Bond, Full Discretion, and Core Plus Bond teams provide insight on sanctions, default risks, and central bank moves.

  • February 28, 2022
Russia's Global Supply Chain Leverage Russia's Global Supply Chain Leverage

Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA®, considers the less obvious dependencies on Russia, including aluminum and titanium.

  • February 25, 2022
What’s Next for Europe? What’s Next for Europe?

Market and macroeconomic implications of the Russia-Ukraine crisis are explored by our strategists.

  • February 25, 2022
What Russia's Reach into Ukraine May Mean for Markets What Russia's Reach into Ukraine May Mean for Markets

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

Continued Forward Motion for ESG Investing in 2022
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Continued Forward Motion for ESG Investing in 2022

Mirova Portfolio Manager Amber Fairbanks discusses ESG-related innovation, opportunities, risk considerations, evolving regulations, and more.

Flex Time: Tactically Allocating for Rising Yields Flex Time: Tactically Allocating for Rising Yields

Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.

What Does the Fed's Inflation Fight Mean for Fixed Income? What Does the Fed's Inflation Fight Mean for Fixed Income?

Fed policy moves, inflation, and security selection opportunities for active non-traditional fixed income managers are discussed by Loomis Sayles’ Matt Eagan.

2022 Fund Selector Outlook 2022 Fund Selector Outlook

Fund selectors look past Covid to bigger risks in 2022.

Mirova Outlook 2022 Mirova Outlook 2022

Which asset classes may prevail over the new year 2022?

  • February 3, 2022
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.

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.

  • December 23, 2021
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.

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.

  • December 13, 2021
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.

  • December 9, 2021
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!”

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.

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.

  • November 12, 2021
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.

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.

  • September 30, 2021
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
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 8, 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?

Gen Z: Who Else?

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.

  • May 17, 2021
2021 Fund Selector Outlook 2021 Fund Selector Outlook

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

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.

  • February 4, 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.

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.

  • November 17, 2020
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
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
2019 Global Survey of Professional Fund Buyers 2019 Global Survey of Professional Fund Buyers

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.

  • April 3, 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.

  • December 4, 2019
Be Selective, Diversify Be Selective, Diversify

Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.

Too Early for Pessimists Too Early for Pessimists

Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.

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.

  • April 4, 2019
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.

  • June 15, 2018
Risk on the Horizon: Institutional Investor Outlook for 2018 Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

  • December 5, 2017
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.

  • May 4, 2017