“Covenant-Lite” Loans: Credit Quality Is Still the Dominant Factor

A covenant-lite loan will typically have many covenants, positive, negative and possibly incurrence, but will lack even a single maintenance financial covenant.

Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Bank Loans: Looking Beyond Interest Rate Expectations

Learn how bank loans may be a compelling addition to fixed income portfolios over the long term.

US and Latin America/US Offshore Outpace Peers for 2017 Performance

Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.

Natixis Portfolio Clarity® Global Portfolio Barometer Review of 2017

Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.

Cruise Control or Four-Wheel Drive: Comparing Different Kinds of Smart Beta

A look at the potential benefits and risks of a range of factor-based investing strategies.

Not Your Father’s Index: Understanding Smart Beta Strategies

Not all smart beta strategies are built the same – some utilize a passive index-based approach while others are actively managed.

The Advisor's Role as "Chief Financial Officer" in Client Retirement

Retirement planning, liability matching, expense forecasting and the advisor's role as a client's chief financial officer.