Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
The case for investing in U.S. large-cap stocks is encountering skepticism. Bill Nygren, CIO – U.S. Equities and Portfolio Manager at Harris Associates, explores some of the myths.
Natixis experts discuss the results of the 2018 Global Retirement Index – and key threats impacting global retirement security.
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
The 2018 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.
The 2018 Global Survey of Financial Professionals revealed advisors are confident about their own ability to handle market factors for themselves and for their clients, but are concerned about investors making three key mistakes.
Our market strategists share insight into the state of retirement security today based on the results of the 2018 Global Retirement Index.
There are different opinions on how best to measure carbon impact. Earlier this year, Mirova unveiled its 'climate impact methodology' in a bid to find a commonly accepted method for measurement.
The 2018 Global Retirement Index (GRI) reveals how retirement security has been threatened in the ten years since the financial crisis—and identifies the top countries for retirement security around the world.
Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
The potential to better manage portfolio risks by considering long-term ESG factors and the opportunity to “do good” at the same time, have become irresistible.
How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
Why assumptions about the next generation of investors and their views on investments may be all wrong.
Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.
Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.
How investors are addressing the certainties of death, taxes and the inevitability of retirement funding.
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.
Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.
As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.