A New Age for Geopolitics and Global Markets
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A New Age for Geopolitics and Global Markets

Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.

Equity Outlook: Get Ready for Volatility & Value Plays
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Equity Outlook: Get Ready for Volatility & Value Plays

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

  • April 7, 2022
Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out
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Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

  • March 30, 2022
US Policy Makers Respond to Russia’s War on Ukraine US Policy Makers Respond to Russia’s War on Ukraine

The President and Congress take steps to sanction Russia and aid Ukraine financially. With no easy answers, the fallout is unknown and certainly complex.

Off Ramps for Russia and Markets Off Ramps for Russia and Markets

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

Macro Consequences of Russia's Invasion Macro Consequences of Russia's Invasion

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

David Herro on Russia-Ukraine and International Investing David Herro on Russia-Ukraine and International Investing

As market volatility escalates in response to Russia’s invasion, international equity value expert David Herro of Harris Associates shares his perspectives.

How Fixed Income Managers Are Thinking About Russia’s Invasion How Fixed Income Managers Are Thinking About Russia’s Invasion

Loomis, Sayles & Company’s Global Bond, Full Discretion, and Core Plus Bond teams provide insight on sanctions, default risks, and central bank moves.

  • February 28, 2022
Russia's Global Supply Chain Leverage Russia's Global Supply Chain Leverage

Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA®, considers the less obvious dependencies on Russia, including aluminum and titanium.

  • February 25, 2022
What Russia's Reach into Ukraine May Mean for Markets What Russia's Reach into Ukraine May Mean for Markets

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

Russia’s Invasion of Ukraine – How We Got Here Russia’s Invasion of Ukraine – How We Got Here

As Putin invades Ukraine, our government policy expert Susan Olson outlines how Russia came to this position and the multi-faceted risks that could ensue.