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Latest insights
Fixed income
Echoes: For bond investors, inflation is a disease worse than Covid
Francois Collet, PM and CIO at DNCA, reveals what it was like managing a bond portfolio through the height of the pandemic shutdowns, and how investors in fixed income should think about risk and the global macroeconomic environment in an era of unthinkable shocks.
Equities
Echoes: How to avoid being left in freefall when a bubble bursts
Harris l Oakmark CIO, Bill Nygren, explains how fears about today’s AI-driven tech bubble compares to the dotcom era from 25 years ago, and what it teaches us about navigating market cycles with a longer-term vision.
Equities
Echoes: Durable growth still exists for the patient and diligent
With a career in equities investing that extends beyond three decades, Loomis Sayles’ Aziz Hamzaogullari knows more than most about market bubbles and corrections, and why uncertainty demands a structural and permanent approach to risk mitigation.