Latest Insights
Market Outlook: Why Inflation Worries May Be Exaggerated
Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.
Inflation, Interest Rates and the Fixed Income Landscape
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
Fed Watch: Why Inflation Expectations Are Likely to Continue
PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.
Markets View More
What Might More Vaccinations and New Stimulus Mean for Markets?
As the Covid-19 recovery begins in earnest, our macro strategists discuss market conditions – including reopening opportunities and risks.
Yields Take Off: How Might Markets React?
While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.
Familiar Factors Present as the VIX® Nears Record Run
Gateway Investment Advisers offers insight on the extended streak of high stock market volatility levels as it approaches the one year mark.
- March 3, 2021
-
Portfolio Construction View More
From the Consultant’s Desk: 10 Trends in 2020
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
Five Institutional Investment Trends to Watch
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
- March 3, 2021
- Mark J. Cintolo
-
Institutional Investment Trends During the COVID Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
- October 22, 2020
- Mark J. Cintolo
-
Research View More
2021 Institutional Outlook
Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.
2020 Global Retirement Index
The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.
Times Like These: Financial Professionals Chart a Course from a Pandemic Market to Profitable Growth
Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.
ESG View More
Behind the Scenes with Philippe Zaouati, CEO of Mirova
Mirova CEO explains why companies with sustainable solutions to massive global challenges will likely be the industry leaders of tomorrow.
A New Green Deal with Suzanne Senellart from Mirova
Mirova portfolio manager points out that as human activity threatens the planet, innovative green solutions are driving the transition to carbon neutrality.
Blended Finance: Finding the Right Mix of Public and Private Investment
To shift capital and enable ambitions to become reality, investment projects need a clear purpose and the right mix of public and private investment.
- March 10, 2021
-
Topics
- Market Outlook
- Equities
- ESG Investing
- Volatility
- Research Findings
- Investor Sentiment
- Risk
- Economy
- Alternatives
- Portfolio Consulting
- Macroeconomics
- Fixed Income
- Public Policy
- Retirement
- Practice Management
- Diversification
- Interest Rates
- Active Management
- Direct Indexing
- Retirement Security
- Taxes
- Disruption
- Retirement Planning
- Geopolitics