Latest Insights

AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.

Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.

Despite poor quarterly returns, attractive valuations and supportive credit fundamentals could mean potentially improving relative return prospects.
Markets View More  

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

Read our affiliate’s views at the end of the first quarter 2022.

Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.
Portfolio Construction View More  

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.

Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.
Research View More  

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.

The authors examine historical periods of high turbulence and classify their driving forces to gain a better understanding of these extreme events.

Fund selectors look past Covid to bigger risks in 2022.

Is divesting assets helpful for sustainable investing goals, or is it better to engage companies and try to steer them towards a more sustainable future?

With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.

Mirova Portfolio Manager Amber Fairbanks discusses ESG-related innovation, opportunities, risk considerations, evolving regulations, and more.