Fixed income
Backdrop for bond investing remains favorable
Higher yields and value opportunities are among favorability factors seen in fixed income by Harris | Oakmark’s Adam Abbas.
Equities
Where do global equity markets go from here?
Mirova CIO Jens Peers discusses global megatrend investment opportunities he sees for the rest of the year.
Equities
Is a supportive environment ahead for global equities?
Vaughan Nelson’s CEO Chris Wallis shares his thoughts on opportunities and risks for global equities in the months ahead.
Fixed income
Fallen angels to currencies: Attractive yield plays today
Loomis Sayles’ Brian Kennedy shares interest rates, credit market dynamics and sectors he believes have a favorable outlook.
Fixed income
Volatility and opportunity: What’s ahead for fixed income
Loomis, Sayles & Company’s Matt Eagan discusses the outlook for fixed income markets, credit dynamics and the US dollar.
Macro views
Ready for the next round of market volatility?
There is no shortage of catalysts for volatility as we enter the second half of 2025, says a Gateway volatility expert.
Equities
Will "old" companies prove to be the biggest AI winners?
Loomis Sayles’ Aziz Hamzaogullari discusses AI and why he remains a strong believer in six of the Magnificent 7.
Equities
Is now an unusually attractive time for value stocks?
Portfolio Manager Bill Nygren shares why value stocks abound in many sectors and how they may help reduce overall portfolio risk.
Investor sentiment
2025 Strategist Outlook: There is an alternative
With volatility and uncertainty taken to new levels this year, confidence in US exceptionalism is waning, and market strategists pick Europe for outperformance in H2 2025.
Macro views
Midyear macro outlook: Predictably unpredictable
Delve into interesting economic and market indicators with our macro experts for greater clarity on investment decisions.
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