Markets
Taking Stock at Mid-Year – What Can Investors Rely On?
Learn why a low-volatility equity strategy may be a good way to address the potential uncertainty in the second half of 2021.
Delta Variant Is Another Brick in Market’s Wall of Worry
Inflation, Fed, and growth fears were joined by new pandemic jitters in July. Yet the market outlook remains constructive for 2021, says our Global Market Strategist.
Peak Everything?
Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
Natixis Strategist Midyear Outlook
Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.
The Fed and Fixed Income Markets: Midyear Outlook 2021
Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.
Post-Pandemic Inflation and Fixed Income Markets
Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.
Volatility Pricing Points to Rougher Ride Ahead
Analysis of recent data indicates that a growing percentage of investors are willing to pay a premium for protection against large equity market moves.
- July 7, 2021
2021 Halftime Report: What’s Ahead for Markets
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
From the Consultant’s Desk: What’s happening under the surface?
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
Value in a Reopening World with Bill Nygren
CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.
What Does Fed Surprise Really Mean for Investors?
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
Midyear Outlook: Growth – but New Risks – Ahead
Global Market Strategist Esty Dwek discusses prospects for growth, inflation, and evolving risks in the second half.
A Multidimensional Volatility Environment
Despite the presence of volatility dampening forces, current average volatility is significantly higher than it was during the previous two low-vol phases.
- May 27, 2021
Emerging Markets: Old Myths and New Realities
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Roaring 20s or Economic Slowdown Ahead?
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
6 Things to Watch as the Global Recovery Ramps Up
Global market specialists share perspectives on the key market indicators they are closely watching and what may unfold in the months ahead.
Market Outlook: Reflation Trade Not Over
Accelerating vaccinations and reopenings should boost global growth and restart reflation, explains Global Market Strategist Esty Dwek.
Equity Insight: Identifying Value in International Small Caps
Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG
Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
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.
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.
What, How, Why: Understanding the GameStop Frenzy
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
Post-Pandemic Markets: Why Reflation May Not Equal Inflation
Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
Brexit and European Trade: What’s Been Accomplished – and What’s Next?
Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.
It’s All Fun and GameStop, Until Someone Loses an Eye
PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.
10 Factors to Shape the Recovery with Nouriel Roubini
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Should Investors Be Leery of Inflation Risk?
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
Managed Futures Return Dispersion: A Review
Comprehensive analysis of trend following managed futures strategies helps put volatile first quarter 2020 performance into historical context.
- December 11, 2020
- Kathryn M. Kaminski
Making Sense of the 2020 Elections: What Happened – and What’s Next?
Veteran political observer Carl Hulse, Chief Washington Correspondent for The New York Times, recaps the 2020 election season and its implications for the road ahead.
The Case for TIPS in a Post Crisis World
Why higher than target inflation and repricing of long breakevens may be on the horizon, and the impact on TIPS, is explained by Loomis, Sayles & Co. Fixed Income specialists.
- November 13, 2020
The Pandemic Factor: Investing in the Covid Economy
Analyzing how the potential risk and return dynamics of the global economy have changed in the wake of the 2020 outbreak.
- October 30, 2020
Emotion and the 2020 Election
Systematic trading strategies can’t predict election outcomes, but short-term market trends can offer insights and opportunities for investment.
Finding Value Opportunities in the Pandemic Economy
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
Rising to the Challenges of Retirement
Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.
Lessons in Leadership
5 P’s of discipline, call for world leadership on pandemic, democracy and contested election insight from former White House Chief of Staff Andy Card.
Have Markets Become Addicted to Stimulus?
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
Reflections on Ten Years in Trend Following
AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.
CEO Panel Talk: Investing with Purpose
What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.
Split Down the Middle
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
September Outlook: Data Continues to Point to a Measured Recovery
While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.
Measuring the Sustainability of US Economic Recovery in COVID Times
Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.
Data Privacy Regulation in the US
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.