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Equities 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
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.
- 6 days ago
- Mark J. Cintolo
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
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.
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.
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.
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.
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
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
Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.
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
Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.
Measuring Market Excitement: Is Global Growth About to Bloom?
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.
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.
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.
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.
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
Changing Market Dynamics Present Active Value Opportunities
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.
Market Rally vs. Market Reality: Evaluating the Path Ahead
The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?
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.
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.
- March 1, 2019
- Kathryn M. Kaminski
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
Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.
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
Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.
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.
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.
Poise Under Pressure: David Herro Decodes Stock Market Unrest
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.