Markets View More
Global Market Strategist Esty Dwek discusses prospects for growth, inflation, and evolving risks in the second half.
Mounting cybercrime threats and how to avoid them are discussed by a cybersecurity expert and Thematics PM Frédéric Dupraz.
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Portfolio Construction View More
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.
PM Jack Janasiewicz on near-term market conditions – including the status of the pandemic recovery and potential effects of Biden administration proposals.
Research View More
Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Institutional investors are coming to grips with a key risk, amplified by 2020’s pandemic economy: negative interest rates.
ESG data, standards and labels are unlikely to drive the change we seek until we first agree on the appropriate change mechanisms.
How to leverage ESG to better understand clients, deepen relationships, and enhance practices is discussed by a panel of ESG specialists.
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.