In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.
Market predictions alone are useless – what matters is the rationale behind the argument.
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
A look at how market dynamics in 2019 could differ from recent years and what that could mean for investors.
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.
A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.
Political insiders share their insights on the November 6 mid-term election results and interpret what it all means for the US, Europe and the world.
World leaders, innovators exchange fresh ideas at the Natixis Investment Managers Summit.
Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.
Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.
Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.
Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.
Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.
Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.
Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.
All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
Climate-conscious active management can reduce long-term risk, encourage innovation and create further opportunities towards a transitioning economy.
A sustainable investing specialist from Mirova discusses the regional aspects of ESG investing and what investors might expect in the near term.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.