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Why Harris Associates for value investing?

Daniel Nicholas, Client Portfolio Manager at Harris Associates, explains why Harris are true value investors.

2024年5月2日 Financial Professional content – requires login
All back to bonds?

Will 2024 confirm 2023’s comeback of bonds? Alexandre Caminade, CIO, Core Fixed Income and Liquid Alternatives at Ostrum Asset Management, answers this burning question for fixed income investors.

2024年4月26日 Financial Professional content – requires login
2024 Private Assets Report

With the economic picture evolving from low rates and high growth higher rates and recessionary fears that have yet to be realized, investors continue to turn to private assets in 2024.

2024年4月23日 Dave Goodsell
Investment Outlook: Loomis Sayles

An extended runway for economic growth now that inflation has been tamed and asset classes that may benefit are covered in Loomis Sayles’ outlook.

2024年4月22日
Private assets: Is regulation a brake or an accelerator?

Regulation is essential in supporting the development of private assets, particularly among individual investors. But it doesn’t get everything right all of the time.

2024年4月19日
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Ripple effects Duration risk, Inflation fears and benefits of ballast

Loomis Sayles portfolio manager, Andrea Dicenso, gives her outlook for fixed income – and explains where they’re finding opportunity.

2024年4月19日 Financial Professional content – requires login
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Dispersion breeds opportunity

Danny Nicholas, client portfolio manager at Harris Associates, explains the generational opportunity in value equities right now.

2024年4月19日 Financial Professional content – requires login
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Rethinking resilience, inflation, expectations and lingering shocks

Jon Levy, macro strategist at Loomis Sayles, gives his take on where the global economy and markets are headed.

2024年4月19日 Financial Professional content – requires login
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Looking beyond the megacaps

Karen Kharmandarian, CIO and portfolio manager at Thematics Asset Management, gives his outlook on equities.

2024年4月19日 Financial Professional content – requires login
Why Everyone’s Talking About… Market Bubbles

Market bubbles are typically driven by unrealistic valuations and speculative activity. The question of whether we’re in bubble territory in 2024 hinges on the link between AI and the dominance of the Magnificent Seven.

2024年4月12日
Global Corporate Bonds – Attractive Yields but Thin Risk Premium

Yields are attractive for global corporate bonds, however the risk premium is thin, investors should exercise caution.

2024年4月2日 Financial Professional content – requires login
Fixed income in flux – The case for a new outlook

Francois Collet, Deputy CIO for fixed income at DNCA discusses his current outlook for markets, what could upset this view why he believes that nimbleness and true diversification will be essential in the current market.

2024年2月29日
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What’s It Take to Be an AI Winner?

AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

2024年2月22日 Aziz V. Hamzaogullari Financial Professional content – requires login
Annual Market Review & Outlook – Private Assets - 2024: Mirova

Mirova presents its outlook for private markets in 2024.

2024年2月16日
2024 Fund Selector Outlook

Fund selectors see an unfamiliar investment landscape in 2024.

2024年2月5日 Dave Goodsell
Annual Market Review & Outlook – Listed Assets - 2024: Mirova

Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.

2024年2月5日 Hervé Guez
Economic and Financial Outlook 2024

When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

2024年1月31日 Financial Professional content – requires login
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2024: Out of the shadows… but surprises in store?

If you’re looking for a definitive outlook for the year ahead, hear the collective views of two economists and a portfolio analyst on everything from asset allocation trends to whether investors will take on more risk in 2024.

2024年1月29日 Financial Professional content – requires login
Why Everyone’s Talking About… Market Timing

Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

2024年1月23日
Views from the Collective: Return of the Prodigal Yield

After decades of low, and in some cases negative yields, investors have begun to grapple with how to build portfolios in a world in which yield has come back into fashion.

2024年1月5日 Financial Professional content – requires login
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Backdrop for Bond Investing Brighter in 2024

Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

2024年1月2日
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Could Small Cap Stocks Be a Sweet Spot in 2024?

Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

2023年12月21日
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The Forecast for Fixed Income

Our experts from DNCA, Loomis Sayles, and Ostrum discuss the outlook for fixed income and where they see specific opportunities across different grades, duration, and regions.

2023年12月13日 Financial Professional content – requires login
2024 Institutional Outlook

Institutional sentiment shows 2024 to be a year filled with many uncertainties.

2023年12月5日 Dave Goodsell
Why Everyone’s Talking About… European Equities

European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?

2023年10月27日
2023 Strategist Outlook: Turn the Page

When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.

2023年7月24日 Dave Goodsell
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ESG – Short-Term Trends, Long-Term Evolution

Our experts from Mirova, Loomis Sayles and Natixis Investment Managers describe what they see as being front of mind for sustainable investors today, and how they think the sustainability landscape is evolving.

2023年7月17日 Financial Professional content – requires login
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Fixed Income Outlook: More Yield to Be Had?

An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

2023年6月26日
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Monthly Viewpoints: Relief? Rebound? Risk? The Outlook for H2

Our experts from Mirova, Loomis Sayles and DNCA Investments provide their analysis of the opportunities for fixed income and equities in the second half of 2023.

2023年6月19日 Financial Professional content – requires login
Why Everyone’s Talking About… Artificial General Intelligence

We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.

2023年5月24日
Identifying Value in the Crossover Corporate Bonds Space

Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

2023年5月24日 Matthew J. Eagan
Why Everyone’s Talking About… Stagflation

Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.

2023年5月3日
Views from the Collective: What follows the bank failures?

While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.

2023年4月14日
2023 Fund Selector Outlook

Fund selectors look to balance challenging markets and evolving client needs.

2023年2月13日 Dave Goodsell
DNCA – 2022 Overview & 2023 Outlook

DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.

2023年2月3日 Financial Professional content – requires login
2023 Institutional Outlook

Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.

2022年12月6日 Dave Goodsell
Retirement Sentiment Among High Net Worth Investors

It’s the million dollar question: How much do I need to retire? See how a million in retirement savings isn’t what it used to be.

2022年10月17日 Dave Goodsell
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人工智能及機械人學:以幾何級數增長

跨越數十年的增長主題,預計將於我們的日常生活中無所不在。與我們的Thematics AM專家了解更多。

2022年5月24日
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水資源:不可或缺的維生資源

人類基本需要,對經濟發展至關重要。與我們的Thematics AM專家了解更多。

2022年5月23日
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訂閱經濟:未來的消費模式

有了合適的人口結構、科技及可持續發展的驅動因素,訂閱經濟有望進一步加速增長。

2022年5月23日
2022 Fund Selector Outlook

Fund selectors look past Covid to bigger risks in 2022.

2022年2月7日 Dave Goodsell
2022 Institutional Outlook

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

2021年12月7日 Dave Goodsell
2021 Fund Selector Outlook

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

2021年2月17日 Dave Goodsell
2019 Global Survey of Professional Fund Buyers

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

2020年4月3日
Creating Sustainable Value: Should the Financial Markets Worry About Social Inequalities?

European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition.

2020年2月6日 Financial Professional content – requires login
2020 Institutional Outlook

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

2019年12月4日
Welcome to the Meh Market

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

2019年8月8日 Dave Goodsell
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

2019年4月4日
2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

2019年3月4日
Investing in the Age of Sustainable Development Goals

A tailored investment approach reconciling economic, environmental, and social value creation.

2018年7月2日 Financial Professional content – requires login
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

2018年6月15日
Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

2017年12月5日
Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.

2017年5月4日