Peter McPhee on Livewire “The Power of Compounding – The Duration Effect”
Semiconductor equipment manufacturer ASML (NASDAQ:ASML), paint and coating company Sherwin-Williams (NYSE: SHW), and payments company...
Chart of the Week: Global Manufacturing Has Reached Historically High Levels
Global manufacturing appears to be roaring ahead. Global PMI reached 56 in May, its highest level since 2010. What’s interesting is that...
The power of compounding – the duration effect
The duration effect is one of the market inefficiencies targeted by the Loomis Sayles Global Equity Fund. In this in depth interview,...
Global GDP Themes and Forecasts (Infographic)
We believe global growth in 2021 looks strong, powered in large part by COVID-19 vaccine distribution. The United States has been doing...
The Accelerating Pace of Change – Investment Opportunities and Risks
The pace of change continues to accelerate across a range of sectors and industries. This makes it challenging for many companies to...
The Accelerating Pace of Change: Investment Opportunities & Risks
The pace of change continues to accelerate across a range of sectors and industries. This makes it challenging for many companies to...
What’s Behind the Recent Rise in Real Yields?
Rising yields and a steeper yield curve are par for the course as an economy enters the recovery phase of the global credit cycle. While...
Global GDP Themes and Forecasts (Infographic)
We believe the global economy could see strong growth in 2021, though the next few months could be bumpy. COVID-19 vaccine distribution is...
Global GDP Themes and Forecasts (Infographic)
While we expect global growth to slow in the fourth quarter as many countries try to contain another wave of COVID-19, we have upgraded our...
Why Banks Need to Do Better Disclosing Climate Change Risks
Over the past few years, banks have begun to voluntarily disclose their exposure to climate change risks. It is a good start, but I believe...
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