Market Outlook
Bullwhips and the Extrapolation Effect
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Why Extend Duration: Total Return in Fixed Income
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.
Recession Outlook: Going, Going, Gone
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
Market Catalysts: Made in the USA
Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Outlook & Opportunities: Global Equities
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.
Implications of Credit Suisse Takeover by UBS for Bond Investors
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.
Can Confidence in the Financial System Be Restored?
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.
March Madness: Top Picks for Fixed Income Investing
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
Looking Beyond High Yield Bonds for Higher Returns
See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.
Sustainable Investing Trends for 2023 and Beyond
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
2023 Institutional Outlook
Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.
What’s Ahead for Global Equities in 2023?
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
2022 Fund Selector Outlook
Fund selectors look past Covid to bigger risks in 2022.
2022 Institutional Outlook
After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”
2019 Global Survey of Professional Fund Buyers
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.
2020 Institutional Outlook
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
Welcome to the Meh Market
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.
Concerns and Expectations of Professional Fund Buyers for 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.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Top Concerns for Professional Fund Buyers in 2018
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.