Equities
Growth Trends with a Long Runway
Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.
Live Webinar Replay - Trends at Midyear
Panelists highlight portfolio trends, discuss risk and return metrics, and answer questions from live audience.
Macro Insights: About That Recession…
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Midyear Recap: Portfolios Back in Business?
Advisor allocations remained cautious despite strong equity market returns in the first half, according to the Natixis Portfolio Barometer analysis.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
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.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
Sustainable Investing Trends for 2023 and Beyond
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
Attractive Entry Point for International Equity Investing
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.