Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Inflation, Fed, and growth fears were joined by new pandemic jitters in July. Yet the market outlook remains constructive for 2021, says our Global Market Strategist.
Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.
Jens Peers, CFA, CEO, and CIO, Mirova US, elaborates on Generation Z and identifies key characteristics and trends; he also highlights some possible scenarios of how it may impact other generations going forward.
Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.
Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
How the use of massive government stimulus may be creating new market trends and opportunities for trend-following managers is examined in this AlphaSimplex research paper.
Accelerating vaccinations and reopenings should boost global growth and restart reflation, explains Global Market Strategist Esty Dwek.
Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.
Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.
While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.
Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
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.
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
Systematic trading strategies can’t predict election outcomes, but short-term market trends can offer insights and opportunities for investment.
Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
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 influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
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.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.