Economy
Credit Suisse and the Implications for European Banking
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
Why Everyone's Talking About… Recession
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
Outlook: A Volatile Start Could Present Opportunities in 2023
Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.
2023 Macro Outlook Event: Return to fundamentals?
At an event for UK media, our panel of internal strategists together with our affiliate investment specialists discussed what the macro outlook for 2023 will look like for equities, bonds, sustainable and thematics investing.
DNCA: Convictions & Outlook - Q3 2022
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
DNCA: Convictions & Outlook - Q2 2022
Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.
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
Read our affiliate’s views at the end of the first quarter 2022.
Loomis on Loans - Q1 2022
Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.
Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
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.
The Cyclically Adjusted Price Earnings (CAPE™) Ratio Explained
Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation.
Sustainable Finance: Ringing in a Second Chance
In his new book, Mirova’s Philippe Zaouati argues that sustainable finance should underpin an economic reset and outlines the roadmap for a successful transformation.