That Was a Doozy: The Fed's 75bp Rate Hike and Inflation That Was a Doozy: The Fed's 75bp Rate Hike and Inflation

Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.

Sustainable Investment Perspectives
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Sustainable Investment Perspectives

Global events and trends – such as electric vehicles and water security – driving ESG investments are highlighted by Mirova PM Amber Fairbanks.

  • June 13, 2022
Eyeing Sustainable Investments Amidst Market Turbulence Eyeing Sustainable Investments Amidst Market Turbulence

How market turbulence is impacting sustainable investments and uncovering opportunities is discussed by Mirova PM Amber Fairbanks.

  • May 31, 2022
Can Big Tech Earnings Calm Market Fears? Can Big Tech Earnings Calm Market Fears?

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

Equity Outlook: Get Ready for Volatility & Value Plays
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Equity Outlook: Get Ready for Volatility & Value Plays

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

  • April 7, 2022
Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends
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Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends

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

  • March 22, 2022
Off Ramps for Russia and Markets Off Ramps for Russia and Markets

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

Macro Consequences of Russia's Invasion Macro Consequences of Russia's Invasion

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

David Herro on Russia-Ukraine and International Investing David Herro on Russia-Ukraine and International Investing

As market volatility escalates in response to Russia’s invasion, international equity value expert David Herro of Harris Associates shares his perspectives.

What Russia's Reach into Ukraine May Mean for Markets What Russia's Reach into Ukraine May Mean for Markets

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

Continued Forward Motion for ESG Investing in 2022
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Continued Forward Motion for ESG Investing in 2022

Mirova Portfolio Manager Amber Fairbanks discusses ESG-related innovation, opportunities, risk considerations, evolving regulations, and more.

  • February 15, 2022
2022 Fund Selector Outlook 2022 Fund Selector Outlook

Fund selectors look past Covid to bigger risks in 2022.

Three Top Investor Concerns for 2022
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Three Top Investor Concerns for 2022

Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.

  • December 23, 2021
Curb Appeal of Real Estate Markets in 2022
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Curb Appeal of Real Estate Markets in 2022

Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.

  • December 20, 2021
Green Vision: Travel Through Tech Odyssey Green Vision: Travel Through Tech Odyssey

Risks of the growing, unpredictable technology sector and its infinite possibilities to meet environmental and social challenges are explored by Mirova analyst.

  • December 15, 2021
Trend Follower Insight: Three Themes of 2021 Trend Follower Insight: Three Themes of 2021

Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.

What’s Ahead for Global Stock Markets in 2022?
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What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

  • December 9, 2021
2022 Institutional Outlook 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!”

Have You Seen the Writing on the Wall of Worry: Outlook 2022 Have You Seen the Writing on the Wall of Worry: Outlook 2022

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

7 Themes for Investing in Changing Markets 7 Themes for Investing in Changing Markets

Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.

  • November 12, 2021
The Realities of Realizing Risk The Realities of Realizing Risk

AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.

Where’s the Value in This Phase of the Recovery?
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Where’s the Value in This Phase of the Recovery?

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

  • August 20, 2021
7 International Investing Insights from David Herro 7 International Investing Insights from David Herro

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

Natixis Strategist Midyear Outlook Natixis Strategist Midyear Outlook

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.

2019 Global Survey of Professional Fund Buyers 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.

  • April 3, 2020
2020 Institutional Outlook 2020 Institutional Outlook

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

  • December 4, 2019
Concerns and Expectations of Professional Fund Buyers for 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.

  • April 4, 2019
Top Concerns for Professional Fund Buyers in 2018 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.

  • June 15, 2018