New addition to the "Volatility Investing by Seeyond" series: Simon Aninat, Volatility expert and portfolio manager at Seeyond, explains the positioning for the Volatility Risk Premium strategy.
Simon Aninat, PM and Volatility expert at Seeyond, explains the different possible volatility regimes and why the past few months have been exceptional.
More Fed tightening, potential long-term US dollar strength, resilient earnings but challenged equities, some value in credit sectors, and no imminent resolution in Ukraine.
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
Natixis government affairs specialist Susan Olson outlines the nuts and bolts of the long-awaited Inflation Reduction Act.
Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Read our affiliate’s views at the end of the first quarter 2022.
Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
The sports economy is driven by secular trends and continues to develop rapidly throughout the world. Find out how this market may offer interesting opportunities.
Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, provides the market analysis and 2022 outlook of the management team.
Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.
Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?
Seeyond provides insights on how the markets structural transformation changed the game for Value Investing over the past decade.
Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation
The use of hydrogen as a source of energy is in its early stages and its applications are as numerous as they are promising. Find out Mirova’s analysis.
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.