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Market Outlook 2021: Key Reasons for Optimism and the Road Back to Normal

Covid-19 will continue to pose near-term public health challenges, but vaccine news and longer-term economic indicators suggest enthusiasm and opportunity.

Gateway Market Perspective: Volatility Insight

What’s driving volatility market dynamics, where are VIX® futures contracts priced at, and volatility risk premium are analyzed by Gateway Investment Advisers.

  • November 18, 2020
The Case for TIPS in a Post Crisis World

Why higher than target inflation and repricing of long breakevens may be on the horizon, and the impact on TIPS, is explained by Loomis, Sayles & Co. Fixed Income specialists.

  • November 13, 2020
Have Markets Become Addicted to Stimulus?

Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?

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Measuring the Sustainability of US Economic Recovery in COVID Times

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

  • August 24, 2020
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The Pandemic, Federal Aid, and Healthcare: Finding a Way Forward

Senate veteran Bill Hoagland of the Bi-Partisan Policy Center discusses how COVID-19 aid spending might affect the federal deficit and healthcare.

  • August 3, 2020
COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.

The Economy Is Not the Stock Market – by the Numbers

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

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.

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
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
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.

Utility Companies Face Challenges in an Evolving Energy Landscape

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

  • February 13, 2020
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.

Ten Investor Risk Considerations for 2020

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

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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.

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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
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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
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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
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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

  • December 21, 2018
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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