Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
PM Jack Janasiewicz on near-term market conditions in light of continued federal fiscal aid, monetary policy support, and the vaccine rollout.
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.
As the Covid-19 recovery begins in earnest, our macro strategists discuss market conditions – including reopening opportunities and risks.
While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.
While markets may take the occasional breather, evidence suggests that positive fundamentals will remain as global Covid-19 inoculations gain steam.
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.
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.
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Analyzing how the potential risk and return dynamics of the global economy have changed in the wake of the 2020 outbreak.
In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
While COVID-19 challenges remain, many key indicators of a global recovery persist.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
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.
Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.
Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.
Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.
Chief Market Strategist discusses the benefits of Gateway’s index options-based strategy in today’s uncertain markets.
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.