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.

Year-End Outlook: Tracking the Post-COVID-19 Economy

As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.

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Measuring the Sustainability of US Economic Recovery in COVID Times

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

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Could Stock Market Leadership Change Coming Out of COVID-Recession?

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.

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COVID-Recession Dynamics & Differences

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

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Weathering the Pandemic: Natixis Sustainable Future Funds

Veteran target date manager Chris Sharpe discusses how target date funds can make it easier for investors to stay the course in changing markets.

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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.