AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.
International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.
Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.
Fund selectors see an unfamiliar investment landscape in 2024.
Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.
Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.
Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.
Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.
Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.
The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.
Institutional sentiment shows 2024 to be a year filled with many uncertainties.
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.
Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
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.
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.
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.
Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.
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.