Markets

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

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

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.

Immigration, US-China tensions, 2020 elections – views from Washington on the trade and policy issues that could prove relevant to investors in the second-half.

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

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.

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.

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

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

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.

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

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.

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

Chief Market Strategist David Lafferty shares his views on the post-Christmas global rally – and what investors should know about where markets may be headed.

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

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

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

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

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

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

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.

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

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.

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

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.

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.