Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
Our panel of experts share insights about growth, volatility, and interest rates at Natixis’ 2020 Institutional Outlook event.
Natixis strategists forecast little change in capital markets for 2020.
Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.
With no obvious shocks on the horizon, Chief Market Strategist David Lafferty believes 2020 market performance hinges on pace of global growth.
Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.
A lack of consensus on the investment outlook for 2020 may argue for a more nimble approach to portfolio construction and rebalancing in the new year.
How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.
Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.
A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.
A look at recent capital market performance across asset classes and a near-term market forecast.
A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term
A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.
Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.
Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.
Central banks are looking to more accommodative monetary policy in light of slowing growth and trade tensions – but can it galvanize markets?
Global market strategist Esty Dwek argues that despite low bond yields and yield curve inversions, a recession is not a foregone conclusion.
After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.
How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.
Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.
How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.
Some of the best growth and value opportunities are beyond US borders and benchmarks, according to portfolio managers from WCM Investment Management and Harris Associates.
Vaughan Nelson CEO and Senior Portfolio Manager Chris Wallis provides a mid-year market outlook and thoughts on what investors might expect through year-end.
Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.
With interest rates still below historic averages, the yield pickup on private debt strategies over traditional fixed income remains attractive.
Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.
A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.
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.
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.