Daniel NicholasClient Portfolio Manager, Harris l Oakmark (an affiliate of Natixis Investment Managers) Equity valuations are still elevated, so are equity opportunities While US stocks have fallen so far this year, US large cap indices are still trading at valuations well above their long-term averages. And due to the narrowness of the rally in recent […]
Hollie C. Briggs, CFA, CAIAHead of Global Product ManagementGrowth Equity Strategies Team of Loomis Sayles, an affiliate of Natixis Investment Managers Beware the catchy nicknames and acronyms which feed the 24/7 news cycle. Pundits often give these names to high-profile stocks, which then trigger yet more upward price momentum as herd mentality exacerbates short-term thinking. […]
In December 2015, the Chairman of the World Economic Forum, Klaus Schwab wrote in Foreign Affairs Magazine that: “We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another. In its scale, scope, and complexity, the transformation will be unlike anything humankind has […]
Investors should remain flexible and seek income from a variety of sources amid an outlook of higher inflation and tighter monetary policy.
Andy Acker, global life sciences portfolio manager, explores the unprecedented number of medical breakthroughs occurring in healthcare and what it means for the sector.
Despite the calamities of Covid-19, some companies in Japan still grew strongly thanks to the acceleration of a number of trends.
Nature is critical for human existence, but it is under increasing stress – because of us.
Your Questions Answered: A quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.
Capture on China’s rebound and check risks ahead, Schroders’ Jack Lee says.
Aviva Investors’ Francois de Bruin reflects on a momentous period for economies and markets.
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