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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.

Financial Industry Reimagining Businesses for a Sustainable, Greener World

All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.

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The “Easy Money” Has Been Made

Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.

Crowded at the Top? Looking at Index Concentration

With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.

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Taking Advantage of Longer-term Strategic Opportunities Across the Globe

Harris Associates’ Client Portfolio Manager, Daniel Nicholas discusses investing in European businesses, volatility and stock prices, and how their high conviction approach has helped them to capitalise on some stock decisions in their portfolios.

  • September 7, 2018
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.

  • September 4, 2018
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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.

  • September 4, 2018
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Growth Equity Strategies in Accordance with Loomis, Sayles & Company

Hollie Briggs, product manager and member of the Growth Equity Strategies Team, headed up by Aziz Hamzaogullari, discusses their ‘deep-dive’ research process, plus what differentiates them from the pack when picking stocks, and why the team has held certain stocks for so long.

  • August 30, 2018
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Searching for Income Amid Potential Volatility

In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.

  • August 23, 2018
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.

Introducing the Minimum Volatility Strategy

In a context of lower return and scare diversification potential, a differentiated approach should be considered when looking at equity markets..

  • July 31, 2018
Between Stocks and Bonds: Higher Yield and Lower Risk?

The ‘High-Dividend Minimum Volatility’ approach aims to combine: low risk, sound diversification, and an emphasis on cash flow-generating investments..

  • July 31, 2018
2018 Midyear Update and Outlook

Clouds on the horizon: five capital market story lines to watch in the second half of 2018.

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Six Beliefs for Driving Alpha in Equity Portfolios

Learn about why our proprietary seven-step research framework is the cornerstone of our investment decision making process and drives our security selection.

Rethinking Equity Markets and the Value of Volatility

Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.

  • May 9, 2018
2018 Outlook: The Active Manager’s Perspective

A panel of Natixis investment managers discuss their market outlooks for 2018

What’s It Take to Deliver Superior Risk-Adjusted Returns?

Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.