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Market outlook

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Equities
Mirova CIO Jens Peers discusses global megatrend investment opportunities he sees for the rest of the year.
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Equities
Vaughan Nelson’s CEO Chris Wallis shares his thoughts on opportunities and risks for global equities in the months ahead.
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Fixed income
Loomis Sayles’ Brian Kennedy shares interest rates, credit market dynamics and sectors he believes have a favorable outlook.
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Fixed income
Loomis, Sayles & Company’s Matt Eagan discusses the outlook for fixed income markets, credit dynamics and the US dollar.
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Macro views
There is no shortage of catalysts for volatility as we enter the second half of 2025, says a Gateway volatility expert.
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Equities
Portfolio Manager Bill Nygren shares why value stocks abound in many sectors and how they may help reduce overall portfolio risk.
Investor sentiment
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.
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Macro views
Delve into interesting economic and market indicators with our macro experts for greater clarity on investment decisions.
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