Market Outlook

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.

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.

With recession looming, central bank policy is a linchpin in H2 prospects.

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

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.