What Clearing Geopolitical Clouds Could Mean for Investors

What Clearing Geopolitical Clouds Could Mean for Investors

How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.

Should Investors Be Concerned About a Market Bubble? Should Investors Be Concerned About a Market Bubble?

Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.

US-China Phase One: What It Could Mean for Investors US-China Phase One: What It Could Mean for Investors

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.

Market Perspectives: Reasons for Cautious Optimism Market Perspectives: Reasons for Cautious Optimism

A look at recent capital market performance across asset classes and a near-term market forecast.

Geopolitics and Portfolios: Assessing the Turbulence Geopolitics and Portfolios: Assessing the Turbulence

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

Defensive Moves for Late Cycle Fixed Income Markets Defensive Moves for Late Cycle Fixed Income Markets

A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.

  • October 8, 2019
Preparing Portfolios for Interest Rate Uncertainty Preparing Portfolios for Interest Rate Uncertainty

Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.

US Institutional Asset Allocation Trends US Institutional Asset Allocation Trends

Analysis of key asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.

Understanding a Low Inflation, Slow Growth World Understanding a Low Inflation, Slow Growth World

Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.

Value Investing in Emerging Markets: Lessons from History Value Investing in Emerging Markets: Lessons from History

Although globalization has made the investment world smaller, the Asian volatility of the 1990s still holds lessons for today’s value investors.

Equity Style Factors for Insurers Equity Style Factors for Insurers

With credit spreads shrinking, insurers may want to use equity style factors to pursue higher yields, mitigate drawdowns, and adapt to changing markets.

What Investors Should Know About Central Bank Rate Cuts and the Global Easing Cycle What Investors Should Know About Central Bank Rate Cuts and the Global Easing Cycle

Central banks are looking to more accommodative monetary policy in light of slowing growth and trade tensions – but can it galvanize markets?

Should Investors Worry About a Recession? Should Investors Worry About a Recession?

Global market strategist Esty Dwek argues that despite low bond yields and yield curve inversions, a recession is not a foregone conclusion.

Volatility in Context: On Yields, Economic Indicators, and Recession Odds Volatility in Context: On Yields, Economic Indicators, and Recession Odds

Five points for investors to consider in light of recent volatility in the equity and fixed income markets.

Welcome to the Meh Market Welcome to the Meh Market

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.

2019 Oil Markets Outlook 2019 Oil Markets Outlook

How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.

Can Monetary Policy Revitalize Markets? Can Monetary Policy Revitalize Markets?

Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.

Equity Markets March On, While Bonds Call Recession Equity Markets March On, While Bonds Call Recession

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

Lower Expected Returns: Evaluate Your Options Lower Expected Returns: Evaluate Your Options

As pension systems close the books on another June 30 fiscal year, an all too familiar theme is rearing its ugly head: pressure to lower investment return assumptions.

Get More from Your Active Managers Get More from Your Active Managers

Three questions to consider when evaluating active and passive portfolio allocations.

Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects

Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.

Time to Reactivate International Equities in Your Portfolio? Time to Reactivate International Equities in Your Portfolio?

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.

  • July 2, 2019
Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities
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Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities

Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.

Gauging the Potential Effects of the US-China Trade War on Investors
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Gauging the Potential Effects of the US-China Trade War on Investors

What the US-China trade war could mean for US policymakers American companies, and investors.

  • June 28, 2019
Assessing Liquidity, Growth, and the Tariffs Effect
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Assessing Liquidity, Growth, and the Tariffs Effect

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.

  • June 27, 2019
Summer Break: Pursuing Value Amid the Noise Summer Break: Pursuing Value Amid the Noise

Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.

  • June 25, 2019
Asset Class Opportunity: Private Debt Asset Class Opportunity: Private Debt

With interest rates still below historic averages, the yield pickup on private debt strategies over traditional fixed income remains attractive.

Beyond Tariffs and Trade: US-China and the New Economic Cold War Beyond Tariffs and Trade: US-China and the New Economic Cold War

The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.

Investor Considerations for the Fed’s Interest Rate Pause Investor Considerations for the Fed’s Interest Rate Pause

Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.

  • May 24, 2019
Interest Rates: Why the Fed’s New Narrative Is ‘Lower for Longer’ Interest Rates: Why the Fed’s New Narrative Is ‘Lower for Longer’

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 the Summit: Countering Cybercrime – How Companies Must Adapt to Win
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From the Summit: Countering Cybercrime – How Companies Must Adapt to Win

Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.

  • May 21, 2019
Flex Time: Navigating Fixed Income Investing in a Late-Cycle Landscape Flex Time: Navigating Fixed Income Investing in a Late-Cycle Landscape

Views on Fed rate moves, high yield opportunities, China risks, and the importance of being flexible by Loomis Sayles portfolio manager Elaine Stokes.

  • May 8, 2019
Cybersecurity Update: Lawmakers and the Tech Sector Address Data Privacy
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Cybersecurity Update: Lawmakers and the Tech Sector Address Data Privacy

In light of major cybersecurity breaches, the issue of data privacy has Washington’s attention and new regulations are being discussed.

  • May 6, 2019
CEOs Insight: Culture Drives Results for WCM Investment Management CEOs Insight: Culture Drives Results for WCM Investment Management

Humility and culture are key to sustaining a competitive advantage, say co-CEOs of Natixis’ newest global growth manager WCM Investment Management.

  • April 22, 2019
Crunch Time: What Investors Need to Know About the Debt Ceiling Debate
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Crunch Time: What Investors Need to Know About the Debt Ceiling Debate

Whether or not Congress can agree on new spending and the debt ceiling could impact markets and investors.

  • April 16, 2019
Loomis Sayles Update: Active Investors Get Selective in 2019
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Loomis Sayles Update: Active Investors Get Selective in 2019

An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.

  • March 28, 2019
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Changing Market Dynamics Present Active Value Opportunities Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.

  • March 26, 2019
From the Summit: Will Renewable Energy Transform Global Geopolitics?
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From the Summit: Will Renewable Energy Transform Global Geopolitics?

Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.

  • March 4, 2019
How Market Size Matters in Trend Following Futures Strategies How Market Size Matters in Trend Following Futures Strategies

The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.

Overly Emotional Equity Markets Creating Opportunity for Value Investors
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Overly Emotional Equity Markets Creating Opportunity for Value Investors

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.

From the Summit: The World in the Making: A Presidential Perspective
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From the Summit: The World in the Making: A Presidential Perspective

Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.

  • January 22, 2019
Reality Check: Why 2019 Could Bring Slower Growth and Higher Volatility Reality Check: Why 2019 Could Bring Slower Growth and Higher Volatility

Trade tensions and rising rates are two reasons investors may want to try to guard their portfolios from day-to-day market gyrations in the year ahead.

Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019 Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.

  • January 9, 2019
From the Summit: The Future of Europe
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From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

  • December 28, 2018
From the Summit: Ten Years After the Crisis: The Fallout and the Future
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From the Summit: Ten Years After the Crisis: The Fallout and the Future

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.

  • December 17, 2018
The Fiduciary Standard: Where Are We Now?
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The Fiduciary Standard: Where Are We Now?

The DOL’s Fiduciary Rule is gone. Will a new standard of care take its place? Ira Hammerman of SIMFA updates us on the latest news and legislation pertaining to the broker/dealer fiduciary standard.

  • November 28, 2018