Equities
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG
Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
Understanding Markets, Interest Rates, and Vaccines
PM Jack Janasiewicz on near-term market conditions in light of continued federal fiscal aid, monetary policy support, and the vaccine rollout.
From the Consultant’s Desk: 10 Trends in 2020
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
What Might More Vaccinations and New Stimulus Mean for Markets?
As the Covid-19 recovery begins in earnest, our macro strategists discuss market conditions – including reopening opportunities and risks.
Yields Take Off: How Might Markets React?
While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.
What, How, Why: Understanding the GameStop Frenzy
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
Post-Pandemic Markets: Why Reflation May Not Equal Inflation
Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
Brexit and European Trade: What’s Been Accomplished – and What’s Next?
Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.
February Outlook: Markets Remain Vigilant while Pandemic Challenges Remain
While markets may take the occasional breather, evidence suggests that positive fundamentals will remain as global Covid-19 inoculations gain steam.
It’s All Fun and GameStop, Until Someone Loses an Eye
PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.
Connecting 5G Hype with ESG Reality
Louise Schreiber, SRI Analyst at Mirova, looks at the investment potential of 5G today and assesses its future uses and limitations in the context of ESG.
- January 18, 2021
Customized Equity Portfolios Invest for Racial Equality
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
The Pandemic Factor: Investing in the Covid Economy
Analyzing how the potential risk and return dynamics of the global economy have changed in the wake of the 2020 outbreak.
- October 30, 2020
November Outlook: Market Conditions After the Vote
In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.
Institutional Investment Trends During the COVID Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
- October 22, 2020
- Mark J. Cintolo
Finding Value Opportunities in the Pandemic Economy
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
Opportunities in the Emerging Recovery
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
Asset Allocation Trends During the COVID Market
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
- October 13, 2020
- Mark J. Cintolo
October Outlook: Why Room for Growth – and Volatility – Remains
A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.
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.
Assessing Increasing COVID-19 Case Counts and Markets
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
August Outlook: Is the Market Poised for a Breakout?
While COVID-19 challenges remain, many key indicators of a global recovery persist.
Equity Diversification for the Next Selloff
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
- June 18, 2020
- Mark J. Cintolo
Could Stock Market Leadership Change Coming Out of COVID-Recession?
Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.
COVID-Recession Dynamics & Differences
Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.
Sustainable Strategies Proved Resilient in Market Downturn
Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.
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.
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.
Taking Responsible Investment from Talk to Action
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
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.
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.
ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
It’s Just Good Business: Using ESG in the Investment Process
Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.
Combining Investor and Climate Change Goals for Better Outcomes
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Low Volatility Equity Investing: The Gateway Strategy
With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.