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.

  • 4 days ago
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.

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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.

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The Change Variable: Cross-Sector Disruptors and Investing

Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.

  • November 21, 2018
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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.

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Fixed Income Amid Rising Rates: Challenges and Opportunities

Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.

  • November 1, 2018
Macro & Market Commentary

Macro and market commentary on economic drivers, credit spreads, foreign exchange, global equity markets, and potential risks.

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.

  • October 22, 2018
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The World Is Changing: Investing and the New ESG

Sustainable companies may not only resonate with investor values – they may be better positioned for good business long-term.

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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.

Step by Step: Reducing the Carbon Footprint of Investments

Climate-conscious active management can reduce long-term risk, encourage innovation and create further opportunities towards a transitioning economy.

  • September 28, 2018
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Gauging Sustainable Investing Trends

A sustainable investing specialist from Mirova discusses the regional aspects of ESG investing and what investors might expect in the near term.

  • September 19, 2018
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.

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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Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

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.

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Midyear Global Macro Outlook 2018

Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.

2018 Midyear Update and Outlook

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

Decarbonised Equities: How to Stay Cool

Reducing your portfolio’s carbon footprint has just been made a lot easier thanks to Mirova’s new carbon impact methodology.

  • July 2, 2018
Investing in the Age of Sustainable Development Goals

A tailored investment approach reconciling economic, environmental, and social value creation.

  • July 2, 2018
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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.

  • June 21, 2018
2018 Outlook: The Active Manager’s Perspective

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

Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

  • December 5, 2017