Equity Insight: Identifying Value in International Small Caps 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.

  • April 13, 2021
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG 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.

  • April 1, 2021
Market Outlook: Why Inflation Worries May Be Exaggerated 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 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.

  • March 22, 2021
Fed Watch: Why Inflation Expectations Are Likely to Continue 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? 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 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 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?
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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.

February Outlook: Markets Remain Vigilant while Pandemic Challenges Remain February Outlook: Markets Remain Vigilant while Pandemic Challenges Remain

While markets may take the occasional breather, evidence suggests that positive fundamentals will remain as global Covid-19 inoculations gain steam.

It’s All Fun and GameStop, Until Someone Loses an Eye 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
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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.

  • February 1, 2021
Are We in a Market Bubble? Probably Not – Here’s Why Are We in a Market Bubble? Probably Not – Here’s Why

Talk of a market bubble abounds and has for some time. Rather than track headlines, investors may want to consider risk appetite and guidance from the Fed.

10 Potential Market Risks and Questions for 2021 10 Potential Market Risks and Questions for 2021

Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.

Should Investors Be Leery of Inflation Risk? 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.

View from Washington: The Transition from Trump to Biden View from Washington: The Transition from Trump to Biden

A look at the White House changeover, the importance of the Georgia runoff elections, and what’s in store for policy and politics in 2021.

  • December 15, 2020
Beyond Covid: Better Times Ahead
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Beyond Covid: Better Times Ahead

Global Market Strategist Esty Dwek discusses prospects for growth, returning to normal, and the risks ahead in the new year.

Managed Futures Return Dispersion: A Review Managed Futures Return Dispersion: A Review

Comprehensive analysis of trend following managed futures strategies helps put volatile first quarter 2020 performance into historical context.

2021 Outlook: Entering the Post-Covid World 2021 Outlook: Entering the Post-Covid World

While the health crisis is ongoing, the prospects of vaccines suggest the beginning of the end of the pandemic.

Making Sense of the 2020 Elections: What Happened – and What’s Next?
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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.

  • November 17, 2020
The Case for TIPS in a Post Crisis World 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
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The Pandemic Factor: Investing in the Covid Economy 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
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November Outlook: Market Conditions After the Vote November Outlook: Market Conditions After the Vote

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

Emotion and the 2020 Election
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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
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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.

Opportunities in the Emerging Recovery Opportunities in the Emerging Recovery

Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.

Rising to the Challenges of Retirement
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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.

October Outlook: Why Room for Growth – and Volatility – Remains October Outlook: Why Room for Growth – and Volatility – Remains

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

Lessons in Leadership
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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.

  • October 1, 2020
Have Markets Become Addicted to Stimulus? 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 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
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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 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 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
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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.

  • August 24, 2020
Private Equity Investing During Crisis Markets
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Private Equity Investing During Crisis Markets

COVID crisis factors for private equity investments, sector outlooks, exits and opportunities are examined by Nitin Gupta, Managing Partner at Flexstone Partners.

  • August 4, 2020
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Assessing Increasing COVID-19 Case Counts and Markets
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Assessing Increasing COVID-19 Case Counts and Markets

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

  • July 30, 2020
August Outlook: Is the Market Poised for a Breakout? August Outlook: Is the Market Poised for a Breakout?

While COVID-19 challenges remain, many key indicators of a global recovery persist.

July Market Outlook: Slowly Reopening, with an Eye Toward Risks July Market Outlook: Slowly Reopening, with an Eye Toward Risks

Headline risks remain, while a slow return to normal remains under way. Expectations for a return to pre-COVID levels of activity should remain measured.

The Road from Here: Global Market Perspectives with Bloomberg’s John Authers
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The Road from Here: Global Market Perspectives with Bloomberg’s John Authers

Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.

Could Stock Market Leadership Change Coming Out of COVID-Recession?
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Could Stock Market Leadership Change Coming Out of COVID-Recession?

Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.

  • June 17, 2020
June Outlook: New Market Dynamics and the Post-COVID-19 Recovery June Outlook: New Market Dynamics and the Post-COVID-19 Recovery

Global Market Strategist Esty Dwek considers the pace of the economic recovery and potential near-term market conditions.

COVID-Recession Dynamics & Differences
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COVID-Recession Dynamics & Differences

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

  • June 3, 2020
Resiliency & Risks in Global Financial Systems
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Resiliency & Risks in Global Financial Systems

COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.

  • June 2, 2020
Are Markets Underestimating Recovery Challenges? Are Markets Underestimating Recovery Challenges?

While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.

Data Privacy Regulation in the US 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.

  • January 6, 2020