April 19, 2024
-
2 min
Related insights
Equities
Equity investing can still make sense during market highs
There can still be opportunity to invest in equities when markets are near all-time highs, explains Natixis investment strategists.
Equities
How Aziz Hamzaogullari and his team generate long-term alpha
Aziz Hamzaogullari from Loomis Sayles discusses his team’s alpha thesis and AI, sell discipline, and the US election.
Equities
Caution amidst a concentrated equity market and contentious elections
Although the US equity market is very expensive and its first-half performance very concentrated, it still offers opportunities for a value and conviction-based investor like Harris Associates, who is convinced of the value of its investment process and able to avoid the political uncertainties that can affect the markets.