Equities
AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.
When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?
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.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.
Panelists highlight portfolio trends, discuss risk and return metrics, and answer questions from live audience.
Advisor allocations remained cautious despite strong equity market returns in the first half, according to the Natixis Portfolio Barometer analysis.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.