5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried

In 1983, the S&P 500® hit an all-time high of 166. Anyone who said then “I’m too smart to buy into the market near an all-time high – I’ll wait for it to fall 10%” – is still waiting. It never fell 10%.

Leave Mother Nature Alone

On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.

Loomis Sayles Investment Outlook Q2 2019

Most asset classes have earned strong total returns year to date and could continue to rally through year-end.

  • August 19, 2019
Loomis Sayles - Growth Equity Alpha Thesis 2019

Continuing to seek risk-adjusted excess returns.

  • July 10, 2019
Crisis or Correction?

Managing expectations for managed futures and crisis alpha.

Investment Outlook Q1 2019

The outlook for fixed income and equity market performance looks favorable. That said, risk asset valuations currently reflect a fairly benign macroeconomic environment.

  • May 16, 2019
Machine Learning meets ESG

How computing power can extract alpha from complex ESG data

  • April 5, 2019
A Look at Trend Following Strategies, Past and Present

Going into 2019, trend following strategies are positioned for potential change.

  • January 10, 2019
Five Myths About U.S. Large Caps

The case for investing in U.S. large-cap stocks is encountering scepticism.

The Disrupted, the Disruptors and the Supercharged

A wave of extreme digitisation is disrupting companies’ business models.

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2018 Global Retirement Index

An in-depth assessment of retirement in the world.

Low vol Equity: There's Another Way

"Put-write" strategies have nearly kept pace with U.S. equities, but with fewer drawdowns

Emerging Equities

Ostrum AM focuses on stockpicking and avoids market "noise".

Loomis Sayles - Growth Equity Alpha Thesis 2018

Seeking risk-adjusted excess returns

  • April 28, 2018
Indices in Hot Water

The carbon footprint of the major equity indices exceeds the +2°C objective of the Paris Climate Agreement (COP 21).

Equity: The End-game Gets Closer

Overlay and Minimum Variance, two strategies to hedge its equity portfolio against volatility.

  • June 24, 2017
2016 Global Survey of Institutional Investors

Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey.

  • March 31, 2017
Passive is Good for Active

Passive investing may not be all that bad for active management.

Solving the Insurance Equation

Insurers need innovative investment strategies in response to regulation and low yields.

Active Share

How passive is your active manager?

  • September 12, 2016
Why Indexes Need to Enter the 21st Century

Q&A with Dr. Andrew Lo.

Mid Caps are the New Small Caps

Vaughan Nelson insight.

  • July 12, 2016
The Real Impact of Carbon on Portfolios

Improved assessment of carbon impact could spur ESG investment and drive innovation.

Institutional Investors and the Technological Tidal Wave

With the rise of artificial intelligence, nanotechnologies and genomics, we are at the dawn of a period of intense technological progress in life sciences.

Diversified Growth Funds

Seeking to respond to rapid shifts in markets while reducing risk.

  • February 28, 2016
How to Assess How Active a Portfolio Is?

Not all high active share managers are created equal.

Active vs Passive: A False Argument

Neither active, nor passive, factor investing equity strategy is an alternative to conventional stock-picking strategies.

  • July 1, 2015