Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.
With midterm elections looming, our government relations expert lays out the complex dynamics of an exciting and challenging 2022 agenda in Washington, D.C.
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
The Infrastructure Bill has passed. Can Congress do the same for the Build Back Better Act, and how do Democrats’ November defeats bode for 2022 midterms?
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.
Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.
Major retirement savings changes currently being worked on by Congress are explained by Natixis’ government relations specialist.
What’s inside this massive infrastructure and social plan and proposed tax hikes to pay for it are explored by Natixis’ government policy specialist.
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
Herculean efforts needed to pass historic infrastructure and social policy legislation, as well as budget and debt ceiling items, are explained.
Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
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.
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
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.
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.