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Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

International Equity Outlook: Market Instability Can Mean Opportunity

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

Macro & Market Commentary

Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.

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Finding Value in International Equity Markets

David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.

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Midyear Global Macro Outlook 2018

Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.

2018 Midyear Update and Outlook

Clouds on the horizon: five capital market story lines to watch in the second half of 2018.

Decarbonised Equities: How to Stay Cool

Reducing your portfolio’s carbon footprint has just been made a lot easier thanks to Mirova’s new carbon impact methodology

Investing in the age of Sustainable Development Goals

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

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Flexibility in Fixed Income is Key When Rates Are on the Rise

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

Advantages of High Active Share Strategies

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

2018 Outlook: The Active Manager’s Perspective

A panel of Natixis investment managers discuss their market outlooks 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?

4 Reasons Why the VIX May Double in the Next Year

Identifying key factors and risks that could cause stock market volatility to increase in the coming months.

Exercise Caution: Gauging the Way Forward in Current Markets

Despite positive signs from current markets, investors may want to continue to exercise caution in today’s environment.