Economy
October Investment Outlook from Loomis, Sayles & Co.
With a global expansion underway, a Senior Macro Strategies Analyst shares insight on where they are identifying value, return potential and risk.
A Fixed Income Predicament: The Case for a Flexible, Active Approach
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
Real Estate Outlook: The Great American Re-opening?
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
Inflation: Is It Back and Does It Matter?
Inflation reached 5% in 2021 for the first time since 2008. Should investors be concerned?
Are Bidenomics the Beginning of a New Economic Era?
Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?
What Does Fed Surprise Really Mean for Investors?
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
Biden and the Paris Agreement: What Rejoining Could Mean for Investors
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.
Banking, Finance, and the Biden Agenda: What’s Ahead?
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
Blowing Out Subscription Economy Strategy's 1st Candle
New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.
5G: Connecting the World
Karen Kharmandarian and Matthieu Rolin, Chief Investment Officer and Senior Portfolio Manager at Thematics Asset Management, break down the next generation of connectivity and what it means for the global economy.
Post-Crisis Washington: How Might Politics Inform New Legislation?
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
Housing Finance Reform and the Biden White House: What’s Next?
A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.
10 Factors to Shape the Recovery with Nouriel Roubini
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Should Investors Be Leery of Inflation Risk?
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
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.