Bloomberg Podcast: Harvesting Crisis Alpha
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Bloomberg Podcast: Harvesting Crisis Alpha

Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.

Post-Pandemic Outlook: Assessing the Economic Restart
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Post-Pandemic Outlook: Assessing the Economic Restart

Portfolio Manager Jack Janasiewicz discusses how the near-term market picture has been affected by COVID-19 and what an economic restart might look like.

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.

Crisis & Recovery: What Economic and Epidemic Models Are Telling Us
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Crisis & Recovery: What Economic and Epidemic Models Are Telling Us

Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.

  • April 30, 2020
The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?
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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.

Low Volatility Equity – It’s Not Too Late
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Low Volatility Equity – It’s Not Too Late

Chief Market Strategist discusses the benefits of Gateway’s index options-based strategy in today’s uncertain markets.

Into the Unknown: Gauging the Depth of the COVID-19 Recession Into the Unknown: Gauging the Depth of the COVID-19 Recession

A look at whether investors can expect a short or prolonged market downturn as a result of the COVID-19 pandemic.

Coronavirus Markets: Have We Seen the Bottom? Coronavirus Markets: Have We Seen the Bottom?

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

View from Washington: How Might COVID-19 Impact Election Season? View from Washington: How Might COVID-19 Impact Election Season?

VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.

  • March 23, 2020
COVID-19: Three Market Scenarios for Investors to Consider COVID-19: Three Market Scenarios for Investors to Consider

As governments worldwide enact fiscal measures in response to the COVID-19 pandemic, we look at three potential market scenarios for investors to consider.

Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee

Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.

  • March 16, 2020
What an Oil Price War Could Mean for Markets and Investors What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

March 2020: COVID-19 and Global Market Views
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March 2020: COVID-19 and Global Market Views

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.

  • March 6, 2020
COVID-19: Perspectives from a Long-Term Value Investor COVID-19: Perspectives from a Long-Term Value Investor

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

  • March 3, 2020
COVID-19: Making Sense of Market Sentiment COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Allocating for Higher Inflation: Don’t Miss Out on Returns Allocating for Higher Inflation: Don’t Miss Out on Returns

Overview of factors that influence inflation and opportunities for adding inflation exposure in a way that maintains baseline return expectations.

Slower for Longer? Gauging Market Reaction to COVID-19 Slower for Longer? Gauging Market Reaction to COVID-19

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

Assessing the Impact of the Coronavirus on Financial Markets Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

Coronavirus and Global Markets: What Investors Should Know Coronavirus and Global Markets: What Investors Should Know

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

Price Matters: International Value Opportunities Today
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Price Matters: International Value Opportunities Today

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

How Might the Coronavirus Impact Markets and Investors in the Near Term? How Might the Coronavirus Impact Markets and Investors in the Near Term?

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

Ten Investor Risk Considerations for 2020 Ten Investor Risk Considerations for 2020

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

Data Privacy Regulation in the US
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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
A Year of Geopolitical Détente or Danger? Global Outlook 2020
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A Year of Geopolitical Détente or Danger? Global Outlook 2020

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

Room for Global Growth, Equities & EM: Asset Allocation Outlook 2020 Room for Global Growth, Equities & EM: Asset Allocation Outlook 2020

Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.

5 Value Ideas from David Herro: Equity Outlook 2020 5 Value Ideas from David Herro: Equity Outlook 2020

Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.

Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020 Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020

Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.

ETFs and Index Investing in 2020: 3 Trends for Investors to Consider ETFs and Index Investing in 2020: 3 Trends for Investors to Consider

A look at non-transparent ETFs, direct indexing, and fixed income ETF strategies with Nick Elward, Head of Business Development and ETFs at Natixis.

  • December 2, 2019
Finding Opportunities in Divergent Outlooks
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Finding Opportunities in Divergent Outlooks

A lack of consensus on the investment outlook for 2020 may argue for a more nimble approach to portfolio construction and rebalancing in the new year.

Why a Recession May Not Be Imminent Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

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.

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

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.

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.

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.

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
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
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
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
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
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