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Where's the Value in This Phase of the Recovery?

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

7 International Investing Insights from David Herro

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

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The Fed and Fixed Income Markets: Midyear Outlook 2021

Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.

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Post-Pandemic Inflation and Fixed Income Markets

Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.

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David Herro on Active Management’s Value to Investors

An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.

Value in a Reopening World with Bill Nygren

CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.

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Emerging Markets: Old Myths and New Realities

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

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Roaring 20s or Economic Slowdown Ahead?

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

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A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles

Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.

Value Investing and the “New Normal”: What’s Changed?

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Equity Insight: Identifying Value in International Small Caps

Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.

Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

Post-crisis International Value Investing: A World of Opportunity

Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.

Inflation, Interest Rates and the Fixed Income Landscape

Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.

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2021 Fixed Income Outlook: Where’s the Yield, Risk, and Value?

Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.

Taking a Pandemic Pulse Check on Fixed Income Allocations

A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.

  • December 10, 2020
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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

ESG Investing Gains Ground during Covid-19 Times

Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.

Is the Market’s Health Contingent on Additional Federal Aid?

A look at US savings levels and why the market is unlikely to roll over anytime soon.