Near-term challenges will remain, but improved treatments, consumer and business adaptations, and the vaccine rollout are reasons for optimism.
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.
In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.
A look at US savings levels and why the market is unlikely to roll over anytime soon.
Excited talk of taxes and regulation may be distracting from a more market-friendly reality.
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
While COVID-19 challenges remain, many key indicators of a global recovery persist.
Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.
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.
A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.
Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.
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.
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.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.
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.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
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.
Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
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.
As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.
Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.
An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.
Portfolio Managers Mike Trigg and Greg Ise of WCM Investment Management on opportunity growth in emerging markets and their unique approach to the space.
Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.
Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.