Loomis Sayles' Investment Outlook
The ongoing economic and profits recoveries mean global risk assets could see modest upside from here.
Climbing the Wall of Optimism
Will markets be able to climb the wall of optimism given the recent surge in consumer and business confidence driven by the policy actions of the new U.S. president's administration? Pacific Funds portfolio managers discuss market sentiment, potential economic growth, and their outlook for the balance of 2017.
Putting a value on value: Quantifying advisor’s alpha
Investor needs change, and so should the resources you use to meet those needs. Learn five ways to quantify the benefits of advisor’s alpha, including the potential for increased client returns and developing your skills as an advisor.
Tune out the noise—expect more modest returns
Discover why 2016’s widespread market predictions were incorrect, how the global economy is shifting toward positive stabilization, and what Vanguard expects from portfolio returns in the next few years.
Your Business, Your Way
Download our free side-by-side comparison of the five affiliation models that deliver what your business needs at every stage of its evolution. You’ll learn that however you serve your clients, Commonwealth delivers the infrastructure that has you covered.
Euro Area Political Risks Rise To The Fore
In 2017, the risks to the euro area stem from politics, not the economy.
The Case for Hedging Inflation: Reducing the Fear of Inflation with TIPS
Investors have used U.S. Treasury Inflation Protected Securities (TIPS) since 1997 to seek protection from the threat of inflation. However, attempting to target TIPS duration to match portfolio risk exposure can consume unanticipated time, effort, and fees. This white paper discusses two focused TIPS exchange traded fund strategies that seek near-constant duration exposures despite shifts in inflationary expectations and interest rates.
Outlook 2017: Faster Growth Likely as Recovery Accelerates
2016 was the year that the U.S. economy continued to normalize despite considerable turmoil, both political and economic. Now, as we look ahead to the new year under a newly elected president, what can we expect from the economy and market?
Down to Business: The Outlook for Stocks in the First 100 Days of the Trump Administration
President Trump’s campaign promises may have important implications for the economy and the stock market. In this Q&A, our U.S. equity investment professionals discuss how the first 100 days of the new administration may impact the market.
2017 Sector Teams' Outlook
We’re modestly optimistic about 2017, but there are a host of unknowns as we become acquainted with our new President Trump, what policies he may pursue, and how they will impact the world body politic. Loomis Sayles' sector teams weigh in on potential opportunities in the year ahead.
Uncertainty was a major theme in 2016, which had a pronounced impact on the financial markets. In times like these, it’s important to work with investment managers who are experienced at navigating these markets. In this outlook, Pacific Funds investment managers discuss insights, themes, and trends that may shape the market in 2017.
Equity Market Review and Outlook: Q4 2016
For the first time in quite a while, Washington could prove to be a source of positive earnings catalysts in the months ahead.
Top Five Macro Themes for 2017
What a difference a few months can make. The world economy now looks to be on sounder footing, with economic data surprising to the upside, developed and emerging market economic momentum improving, global manufacturing recovering and the US profits recession ended.
Under Control: How a Disciplined Approach Can Keep Investors Focused
Investing for the long term is not a new concept, yet an increasingly large body of research suggests that investors are prone to short-term thinking. Although behavioral finance has identified the importance of taking emotion out of investing, for many this is easier said than done. While behavioral modifications can help, we believe that a risk-controlled investment approach can help limit rash decisions, while keeping investors focused on the long term.
Bond Market Review and Outlook - Q4 2016
Markets were in reflation mode during the final weeks of 2016, sending the 10-year US Treasury yield to its highest level in more than two years. While economic indicators have shown modest improvement, most of the rise in yields is built on lofty expectations. In the coming years, we think a strengthening macro backdrop may support modestly higher yields.
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