2023 Institutional Outlook

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

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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.

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Market Drivers and Value in Global Equities

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.

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Managed Futures and Market Stress

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

Strategist Outlook: The End of Easy Money

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

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.

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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.

Eyeing Sustainable Investments Amidst Market Turbulence

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

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.

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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.

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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

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

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.

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.

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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.

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.

  • April 3, 2020
2020 Institutional Outlook

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

  • December 4, 2019
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.

  • April 4, 2019
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2019 Institutional Outlook

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

  • March 4, 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.

  • June 15, 2018