Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.
Macro analysts Esty Dwek and Jack Janasiewicz look at how investors can be thinking about the global economy as Covid-19 inoculations get under way.
Near-term challenges will remain, but improved treatments, consumer and business adaptations, and the vaccine rollout are reasons for optimism.
Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
Portfolio Manager Jack Janasiewicz on post-US election market dynamics, including Covid-19 vaccine implications and near-term risks and opportunities.
Natixis macro specialists discuss results of the 2021 Natixis Global Survey of Institutional Investors and break down potential risks and opportunities in the new year.
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.
A look at the White House changeover, the importance of the Georgia runoff elections, and what’s in store for policy and politics in 2021.
Global Market Strategist Esty Dwek discusses prospects for growth, returning to normal, and the risks ahead in the new year.
A look at early Election 2020 results and what they could mean for policy and politics over the near term.
In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
A contested election could lead to market volatility, but it may not be a foregone conclusion.
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.
A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.
VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
A look at US savings levels and why the market is unlikely to roll over anytime soon.
While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.
As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.
Excited talk of taxes and regulation may be distracting from a more market-friendly reality.
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
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.
Headline risks remain, while a slow return to normal remains under way. Expectations for a return to pre-COVID levels of activity should remain measured.
Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.
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.
Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.
A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.
Global Market Strategist Esty Dwek considers the pace of the economic recovery and potential near-term market conditions.
Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.
COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.
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.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
US government aid has been crucial for markets during the COVID-19 pandemic, but election season is likely to complicate continued funding efforts.
While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.
Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.
Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.
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.
COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?
A look at whether investors can expect a short or prolonged market downturn as a result of the COVID-19 pandemic.
VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.
Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.
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.
China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.
Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.