7 Themes for Investing in Changing Markets 7 Themes for Investing in Changing Markets

Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.

David Herro on Value Catalysts in Global Markets
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David Herro on Value Catalysts in Global Markets

Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.

  • October 12, 2021
Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies

A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles’ Growth Equity alpha thesis are explained.

ESG Means Business
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ESG Means Business

From seeking to manage risk to uncovering opportunities, ESG (environmental, social, and governance) can be a powerful investment analysis tool for investors.

  • August 6, 2021
Equities: Is the Value Rotation Over…Or is the Best Yet to Come?
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Equities: Is the Value Rotation Over…Or is the Best Yet to Come?

Tony Coniaris talks to Natixis about value and whether he thinks it is here to stay.

David Herro on Active Management’s Value to Investors
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David Herro on Active Management’s Value to Investors

An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.

  • June 28, 2021
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

  • June 17, 2021
Serious About Sustainability
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Serious About Sustainability

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how nearly two decades of thematic and environmental investing have helped hone his skills in identifying the companies that are transitioning towards the future.

A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
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A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles

Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.

Global Equities: Making Sense Of A Market In Turmoil
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Global Equities: Making Sense Of A Market In Turmoil

Hollie Briggs, vice president and director of product management at Loomis, Sayles & Company, sat down with Citywire to discuss how the team at Loomis prepare for, and work through, the different eventualities that the global equity markets can bring.

  • April 16, 2021
Solving Puzzles During the Golden Age of Learning Solving Puzzles During the Golden Age of Learning

US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.

  • March 31, 2021
Harris Associates: An Insight Into Their Value Approach
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Harris Associates: An Insight Into Their Value Approach

Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.

  • March 24, 2021
Loomis Sayles: Fixed Income Approach to ESG and Corporate Issuers Loomis Sayles: Fixed Income Approach to ESG and Corporate Issuers

The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.

  • March 23, 2021
Loomis Sayles: A Principled Approach to ESG in Investing Loomis Sayles: A Principled Approach to ESG in Investing

Well-known for deep proprietary research, Loomis Sayles believes that ESG considerations are an inextricable part of investment analysis.

  • March 22, 2021
2021 Outlook: Three Questions for Loomis Sayles Sector Teams 2021 Outlook: Three Questions for Loomis Sayles Sector Teams

Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.

  • March 5, 2021
Seeyond Outlook for 2021 Seeyond Outlook for 2021

Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, brings a quantitative perspective for the 2021 market expectations.

Vaughan Nelson: Global SMid Cap Equity Strategy
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Vaughan Nelson: Global SMid Cap Equity Strategy

Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.

  • January 14, 2021
A Decade of Europe Minimum Volatility Investing at Seeyond A Decade of Europe Minimum Volatility Investing at Seeyond

With 10 years of investing under his belt, Seeyond’s Nicolas Just looks at what the future holds for this investment approach.

  • November 2, 2020
Four Insights on the Pandemic Market and Investor Behavior Four Insights on the Pandemic Market and Investor Behavior

Results from our Global Survey of Financial Professionals, conducted in the midst of the pandemic, show that volatility and recession are top concerns and reveal insight into investor behavior in uncertain markets.

Loomis Sayles: An update on portfolio changes in the growth equity strategies
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Loomis Sayles: An update on portfolio changes in the growth equity strategies

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.

  • May 28, 2020
Responsible Ownership Amidst COVID-19 Outbreak Responsible Ownership Amidst COVID-19 Outbreak

Mirova calls for caution and restraint on shareholder compensation due to COVID-19 pandemic.

  • March 30, 2020
Risk Variation in Trend-Following Systems Risk Variation in Trend-Following Systems

This paper reviews how risk exposures are determined in trend-following systems to provide some clarity into these options.

  • March 4, 2020
Investor Sentiment 10 Years After the Global Financial Crisis Investor Sentiment 10 Years After the Global Financial Crisis

Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.

Institutional Investor Survey: Preparing for a Market Shift Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.

Winning Trust: Individual Investor Survey Winning Trust: Individual Investor Survey

Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.