Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
In advance of Election Day, political noise will reach a fever pitch, but markets are signaling that a slow US recovery is poised to continue.
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.
Improved treatments, behavioral changes, fiscal aid, and consumer savings have helped sustain the COVID-19 recovery – but challenges remain.
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?
Market Strategist Alex Pire of Seeyond looks at the COVID-19 vaccine timeline, Brexit, and other potential near and long-term risks facing investors.
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.
A look at the major components of the candidate’s tax policy proposals and their potential implications for markets and portfolios.
The question of whether additional federal aid dollars are forthcoming continues to be debated – here’s a look at the timeline and potential outcomes.
Our experts weigh in on the shape of the recovery, crisis winners and losers, and the potential impact of the US election on capital markets and the economy.
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.
Senate veteran Bill Hoagland of the Bi-Partisan Policy Center discusses how COVID-19 aid spending might affect the federal deficit and healthcare.
While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.
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.
Discussing the COVID-19 election, including changed campaign dynamics, top issues, and early polling indicators.
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.
Taking measure of reopening progress in the US, with a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”
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.
Global Market Strategist Esty Dwek discusses the shape of the recovery, likely winners and losers, the outlook for bonds, and what risks may lie ahead.
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.
Portfolio managers from Harris Associates, Loomis Sayles, Mirova and Ostrum Asset Management provide their perspectives on the road to recovery
In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”
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.
In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?
As governments worldwide enact fiscal measures in response to the COVID-19 pandemic, we look at three potential market scenarios for investors to consider.
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.
Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.
Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.
Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.
How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.
A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.