Active Management
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
David Herro on Value Catalysts in Global Markets
Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.
Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies
A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles’ Growth Equity alpha thesis are explained.
- September 30, 2021
- Natixis Investment Institute
- Aziz V. Hamzaogullari
Does Xi Hold the Key to Emerging Markets?
Why investing in emerging markets begins with a view on China. For now, at least.
- September 17, 2021
ESG Means Business
From seeking to manage risk to uncovering opportunities, ESG (environmental, social, and governance) can be a powerful investment analysis tool for investors.
Equities: Is the Value Rotation Over…Or is the Best Yet to Come?
Tony Coniaris talks to Natixis about value and whether he thinks it is here to stay.
- June 29, 2021
- Natixis Investment Institute
David Herro on Active Management’s Value to Investors
An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Serious About Sustainability
Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how nearly two decades of thematic and environmental investing have helped hone his skills in identifying the companies that are transitioning towards the future.
- May 17, 2021
- Jens Peers
A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.
- April 20, 2021
- Aziz V. Hamzaogullari
Global Equities: Making Sense Of A Market In Turmoil
Hollie Briggs, vice president and director of product management at Loomis, Sayles & Company, sat down with Citywire to discuss how the team at Loomis prepare for, and work through, the different eventualities that the global equity markets can bring.
- April 16, 2021
Solving Puzzles During the Golden Age of Learning
US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.
Harris Associates: An Insight Into Their Value Approach
Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.
- March 24, 2021
Loomis Sayles: Fixed Income Approach to ESG and Corporate Issuers
The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.
Loomis Sayles: A Principled Approach to ESG in Investing
Well-known for deep proprietary research, Loomis Sayles believes that ESG considerations are an inextricable part of investment analysis.
2021 Outlook: Three Questions for Loomis Sayles Sector Teams
Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.
Interview with Fabrice Chemouny, Head of Asia Pacific
Fabrice Chemouny, Head of Asia Pacific, shares his views on what Natixis IM ESG approach can bring to APAC investors.
Seeyond Outlook for 2021
Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, brings a quantitative perspective for the 2021 market expectations.
- January 21, 2021
- Stephanie Bigou
Vaughan Nelson: Global SMid Cap Equity Strategy
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
- January 14, 2021
A Decade of Europe Minimum Volatility Investing at Seeyond
With 10 years of investing under his belt, Seeyond’s Nicolas Just looks at what the future holds for this investment approach.
- November 2, 2020
Four Insights on the Pandemic Market and Investor Behavior
Results from our Global Survey of Financial Professionals, conducted in the midst of the pandemic, show that volatility and recession are top concerns and reveal insight into investor behavior in uncertain markets.
Loomis Sayles: An update on portfolio changes in the growth equity strategies
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.
- May 28, 2020
Responsible Ownership Amidst COVID-19 Outbreak
Mirova calls for caution and restraint on shareholder compensation due to COVID-19 pandemic.
- March 30, 2020
Risk Variation in Trend-Following Systems
This paper reviews how risk exposures are determined in trend-following systems to provide some clarity into these options.
- March 4, 2020
Q&A with Daniel Nicholas, Harris Associates – Value investing, a long-term view
Daniel Nicholas, client portfolio manager, discusses value strategies, passive investing, and how value strategies can work alongside more alternative products.
- January 7, 2020
Investor Sentiment 10 Years After the Global Financial Crisis
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
Institutional Investor Survey: Preparing for a Market Shift
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
Winning Trust: Individual Investor Survey
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.