For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.
Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.
PM Jack Janasiewicz on near-term market conditions in light of continued federal fiscal aid, monetary policy support, and the vaccine rollout.
PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.
As the Covid-19 recovery begins in earnest, our macro strategists discuss market conditions – including reopening opportunities and risks.
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.
While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.
A look at the improving Covid-19 outlook in the US and how risk appetite is likely to remain a key market variable in the near term.
Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.
While markets may take the occasional breather, evidence suggests that positive fundamentals will remain as global Covid-19 inoculations gain steam.
PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.
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.
Talk of a market bubble abounds and has for some time. Rather than track headlines, investors may want to consider risk appetite and guidance from the Fed.
Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.
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.
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?