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Actively Connecting Sustainability to Opportunity
Specialized Investment Managers, Diverse Investment ExpertiseMarkets
From the Summit: The Disruptors
Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.
Fed-mageddon: Yield Curve Fever
Chief Market Strategist David Lafferty on what investors should know about Fed policy, interest rates and the yield curve – and their potential effect on markets over the near term.
Natixis Investment Managers Summit Highlights
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
Loomis Sayles Update: Active Investors Get Selective in 2019
An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.
- March 28, 2019
Changing Market Dynamics Present Active Value Opportunities
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively-managed value investors.
H2O's Bruno Crastes Interviewed by the Financial Times
The interview with Bruno Crastes on how to become one of the best absolute return managers on the European scene.
- March 25, 2019
Equity Investing in the Current Environment
In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
From the Summit: Blockchain: Believe the Hype?
Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.
Taking Measure of Global Markets: Risks, China, and Europe
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
Market Rally vs. Market Reality: Evaluating the Path Ahead
The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?
From the Summit: Will Renewable Energy Transform Global Geopolitics?
Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.
Bank Loans: Much More Than a Rising Interest Rates Play
Yield pickup and a steady US economy should favor bank loans in 2019, says product manager for the Loomis, Sayles & Company bank loans team.
From the Summit: Is China Ready to Lead?
Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.
What Could Go Wrong? Measuring 7 Top Market Risks
Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.
From the Summit: The Power of Migration and Demography
Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.
The Outlook for Outlooks
Market predictions alone are useless – what matters is the rationale behind the argument.
10 Things Keeping Investors Up at Night
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Overly Emotional Equity Markets Creating Opportunity for Value Investors
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
From the Summit: The New Geopolitical World Order
The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.
From the Summit: The World in the Making: A Presidential Perspective
Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.
Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019
Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.
Capital Markets 2019: Change Is in the Air
A look at how market dynamics in 2019 could differ from recent years and what that could mean for investors.
From the Summit: The Future of Europe
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
European Stocks and the Wall of Worry
Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.
From the Summit: Ten Years After the Crisis: The Fallout and the Future
A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.
From the Summit: The US Mid-Term Elections: Instant Analysis
Political insiders share their insights on the November 6 mid-term election results and interpret what it all means for the US, Europe and the world.
Searching for Late Cycle Yield Advantage
Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.
Throw Out the Crystal Ball: 2019 Market Outlook
Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.
Pursuing Hidden Value in Global Bond Markets
Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.
Late Cycle Investing: Focus on Flexibility and Diversification
Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.
Poise Under Pressure: David Herro Decodes Stock Market Unrest
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
Rising Rates and Duration Risk
Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.
Why Investors Should Be Cautious, Not Bearish
Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.
Shaping the New Geopolitical World Order
Jean Raby, CEO of Natixis Investment Managers, and Ayo Akinwolere, Master of Ceremonies, preview the topics and trends that will be discussed at the Natixis Investment Managers Summit.
What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
Accounting for Intangible Assets: The New Value Investing
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
International Equity Outlook: Market Instability Can Mean Opportunity
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
Managing Fixed Income Allocations in a Rising Rate Environment
Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.
Flexibility in Fixed Income is Key When Rates Are on the Rise
How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.