- 15 Aug 2024
Eyes are on the second half of 2024, whether that's how rates affect the environment for the fixed income sector or where there's earnings growth in equity markets. Professional investors only.
Natixis
- 14 Aug 2024
Inflation is trending in the right direction, with core goods and supercore services deflating slightly month over month- but shelter remains sticky. What does this mean? Professional investors only.
- 08 Aug 2024
Duration management, or rather the lack of it, was a key factor in Silicon Valley Bank (SVB)'s collapse. Professional investors only.
- 06 Aug 2024
The oldest Gen Xers are set to turn 60 in 2025, retirement is rapidly approaching, and their resiliency is being tested in a new way. Professional investors only.
- 25 Jul 2024
True sustainable investors are setting their sights beyond the immediate horizon. Professional investors only.
- 11 Jul 2024
Regulation is generally a good thing but applying public market styles to private markets can be problematic. Professional investors only.
- 27 Jun 2024
There is a big disconnect between global growth and global value, creating a fertile hunting ground for active managers. Professional investors only.
- 17 Jun 2024
ESG has experienced turbulence on both sides of the Atlantic. Is the disenchantment temporary – or is it here to stay? Professional investors only.
- 14 Jun 2024
Increased optimism for fixed income investors. Professional investors only.
- 11 Jun 2024
Investors are starting to see earnings holding up and slumps turning over alongside fundamental sources of demand. Professional investors only.
- 05 Jun 2024
2024 appears to be an attractive year for thematic equities particularly when you look beyond the megacaps. Professional investors only.
- 03 Jun 2024
For investors looking for exposure to these multi-decade themes and technological innovations, the answer may lie beyond the tech sector. Professional investors only.
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