Market Outlook

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.

What-if economic scenarios, the yield curve, and fixed income’s role in investor portfolios are part of this extending duration talk with PM Jack Janasiewicz.

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.

Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.

Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.

Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.

As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.

Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.

See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

Fund selectors look past Covid to bigger risks in 2022.

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.