COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Taking measure of reopening progress in the US, with a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

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Could Stock Market Leadership Change Coming Out of COVID-Recession?

Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.

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Satellites to Core: The Future of Thematic Funds in Asset Allocation (part 1)

Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.

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Satellites to Core: The Future of Thematic Funds in Asset Allocation (part 2)

Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.

Hazy Conditions: US-China Relations and Emerging Markets

A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.

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COVID-Recession Dynamics & Differences

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

Restless Summer: Tracking the Post-COVID-19 Economy

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

COVID-19: Perspectives on the Road to Recovery

Portfolio managers from Harris Associates, Loomis Sayles, Mirova and Ostrum Asset Management provide their perspectives on the road to recovery

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

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Safety: Everywhere, All The Time

Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.

  • May 12, 2020
Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Evaluating 5 COVID-19 Market Narratives

Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.

Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020

See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.

The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

Post-Pandemic US Outlook: Assessing the Potential Strength of Recovery

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

Coronavirus Markets: Have We Seen the Bottom?

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • March 27, 2020
Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • March 16, 2020
What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

Taking Responsible Investment from Talk to Action

Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.

  • March 12, 2020
COVID-19: Perspectives from a Long-Term Value Investor

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

  • March 3, 2020
COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Slower for Longer? Gauging Market Reaction to COVID-19

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

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Allocating to Where the Value Is in Global Markets

More attractive opportunities in equities than fixed income today, explains Loomis Sayles Global Allocation Manager Eileen Riley.

  • February 14, 2020
Utility Companies Face Challenges in an Evolving Energy Landscape

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

  • February 13, 2020
WCM Sees Growing Opportunity in Emerging Markets

Portfolio Managers Mike Trigg and Greg Ise of WCM Investment Management on opportunity growth in emerging markets and their unique approach to the space.

  • February 12, 2020
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Price Matters: International Value Opportunities Today

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

How Might the Coronavirus Impact Markets and Investors in the Near Term?

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

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How ESG Integration Adds Value in the Investment Process

Portfolio Manager Amber Fairbanks discusses ESG integration, impact investing and Mirova’s global sustainable equity investment strategy.

  • January 10, 2020
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Data Privacy Regulation in the US

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture

As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.

  • October 23, 2019
Market Perspectives: Reasons for Cautious Optimism

A look at recent capital market performance across asset classes and a near-term market forecast.

Geopolitics and Portfolios: Assessing the Turbulence

A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term

Combining Investor and Climate Change Goals for Better Outcomes

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.

Understanding a Low Inflation, Slow Growth World

Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.

Manager Point of View: Safety in Numbers

Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.

  • September 11, 2019
Measuring Market Drivers – Can the Equity and Bond Rally Continue?

Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.

Manager Point of View: Intelligence Inside

Karen Kharmandarian, co-manager for the Thematics AI and Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.

  • August 2, 2019
Equity Markets March On, While Bonds Call Recession

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

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From the Summit: Making Sense of ESG

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

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Measuring Active Management with Active Share

Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.

  • June 28, 2018