Markets View More
Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
The protectionist trade policies of the U.S. administration that were a major theme in most financial markets during August were largely ignored by preferred shares.
Portfolio Construction View More
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.
Active strategies’ ability to perform under pressure from rising rates and volatility is examined by three investment managers.
Downsizing your home can be one approach to help fund your retirement. Learn the most tax-efficient way to keep more of that income in retirement.
Research View More
The 2018 Global Survey of Financial Professionals revealed advisors are confident about their own ability to handle market factors for themselves and for their clients, but are concerned about investors making three key mistakes.
Our market strategists share insight into the state of retirement security today based on the results of the 2018 Global Retirement Index.
The 2018 Global Retirement Index (GRI) reveals how retirement security has been threatened in the ten years since the financial crisis—and identifies the top countries for retirement security around the world.