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International equities: Finding value in Europe vs. Japan

Thu, 02 May 2024 00:00:00 +0000

Portfolio Manager Eric Liu sees more value opportunities in Europe - despite low investor interest - than he does in Japan.

Staying invested in equities during market highs

Wed, 01 May 2024 00:00:00 +0000

Portfolio Manager Bill Nygren discusses growth vs. value equity investing and why selling stocks at all-time highs isn’t a wise strategy.

International equities: The zip code doesn’t matter

Wed, 01 May 2024 00:00:00 +0000

Portfolio Manager David Herro explains why a firm’s home base doesn’t impact his search for quality, low-priced companies.

Stashed in cash? Fed rate cuts favor fixed income

Sun, 28 Apr 2024 00:00:00 +0000

Reasons why investors in CDs and money market funds should look to fixed income – as the Fed signals rate cuts.

Allocating to Emerging Markets? Consider These Factors.

Fri, 26 Apr 2024 00:00:00 +0000

Investing in emerging markets offers opportunities in equity and fixed income, but there are important considerations to keep in mind.

2024 Private Assets Report

Tue, 23 Apr 2024 00:00:00 +0000

With the economic picture evolving from low rates and high growth higher rates and recessionary fears that have yet to be realized, investors continue to turn to private assets in 2024.

Investment Outlook: Loomis Sayles

Mon, 22 Apr 2024 00:00:00 +0000

An extended runway for economic growth now that inflation has been tamed and asset classes that may benefit are covered in Loomis Sayles’ outlook.

Direct Indexing: Checking the Box

Mon, 22 Apr 2024 00:00:00 +0000

An in-depth analysis of how screening out companies based on personal values may affect returns on customized index portfolios.

Tax Management Update – Q1 2024

Thu, 18 Apr 2024 00:00:00 +0000

Although equity markets rose strongly in the first quarter, there were still opportunities for tax loss harvesting in SMA portfolios.

How Healthy Is the High Yield Bond Market?

Thu, 18 Apr 2024 00:00:00 +0000

Risk and opportunities in today’s high yield bond market are assessed by Loomis Sayles’ Full Discretion Head Matt Eagan.

No Cuts? No Problem.

Thu, 18 Apr 2024 00:00:00 +0000

Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.

US Inflation Tracker

Mon, 15 Apr 2024 00:00:00 +0000

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

All About The Rates

Thu, 11 Apr 2024 00:00:00 +0000

Away-from-zero rates and double-digit volatility have meaningfully enhanced options-based strategies such as those managed by Gateway since 1977.

60/40 Portfolio Simplicity

Tue, 09 Apr 2024 00:00:00 +0000

See how a 60% stock/40% bond separate account portfolio can be an elegant solution for tax-sensitive investors.

3 Questions for Your Cash Management and Short-Term Investment Allocations

Mon, 08 Apr 2024 00:00:00 +0000

Explore 3 questions to ask regarding short duration bond strategies and learn how this approach could benefit investors in the current market landscape.

Do Smaller Asset ETFs Offer a Performance Advantage?

Wed, 03 Apr 2024 00:00:00 +0000

We look at whether nimbler, smaller-asset ETFs take more risks and beat their benchmarks more often versus larger asset ETFs.

Credit Market Outlook: Solid Fundamentals and FOMO

Mon, 01 Apr 2024 00:00:00 +0000

Yield, dispersion, and fear of missing out in investment grade bonds is highlighted by Loomis Sayles’ Brian Kennedy.

Pricing ETFs: How Premium/Discount Is Calculated

Mon, 01 Apr 2024 00:00:00 +0000

When considering ETFs, know how premium/discount is calculated – and look at other factors.

Election 2024: Candidates, Congress, and Weary Constituents

Mon, 01 Apr 2024 00:00:00 +0000

Political pundits discuss the 2024 election, voter fatigue, and critical issues that need to be addressed.

Macro Outlook: Catalysts, Confidence & Cuts

Mon, 01 Apr 2024 00:00:00 +0000

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

Portfolio Construction Fundamentals

Wed, 27 Mar 2024 00:00:00 +0000

Model portfolio manager offers insights on asset allocation, portfolio structure, strategy selection and performance and risk monitoring.

Quality Comparison: Minimum Volatility and High Dividend

Tue, 26 Mar 2024 00:00:00 +0000

Historical analysis shows how the equity Quality factor has outperformed Minimum Volatility and High Dividend factors since 1995.

Investment Portfolio Trends 2023: Looking in the Mirror

Tue, 12 Mar 2024 00:00:00 +0000

A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.

Bubble Trouble?

Tue, 12 Mar 2024 00:00:00 +0000

Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.

March Madness: Top Picks for Fixed Income Investing

Thu, 07 Mar 2024 00:00:00 +0000

Which fixed income category is poised to outperform in 2024? Analysis is offered in this March madness bond bracketology.

Does the 60/40 portfolio still work?

Thu, 07 Mar 2024 00:00:00 +0000

Decreased volatility, return potential, and bonds in the 60/40 portfolio are analyzed by Harris Associates’ managers.

Opportunity Knocks in International Stocks

Tue, 27 Feb 2024 00:00:00 +0000

While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.

What’s It Take to Be an AI Winner?

Thu, 22 Feb 2024 00:00:00 +0000

AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

GQI – Natixis Gateway Quality Income ETF – on NYSE TV

Fri, 16 Feb 2024 00:00:00 +0000

Gateway Investment Advisers CEO Mike Buckius discusses the Natixis Gateway Quality Income ETF (ticker GQI) on the floor of the New York Stock Exchange.

Herding Hawks at the Fed

Tue, 13 Feb 2024 00:00:00 +0000

Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.

Plan Ahead for Tighter Spreads

Mon, 12 Feb 2024 00:00:00 +0000

As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.

What’s Behind the Value Advantage of International Stocks?

Fri, 09 Feb 2024 00:00:00 +0000

International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.

Fixed Income Dashboard

Thu, 08 Feb 2024 00:00:00 +0000

The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.

Can You Bank on US Financial Stocks for Value?

Thu, 08 Feb 2024 00:00:00 +0000

Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.

2024 Fund Selector Outlook

Mon, 05 Feb 2024 00:00:00 +0000

Fund selectors see an unfamiliar investment landscape in 2024.

Quality Matters When Investing

Fri, 02 Feb 2024 00:00:00 +0000

Learn how Gateway Investment Advisers uses a disciplined, proprietary approach to build its high-quality stock portfolios for the GQI ETF.

Clearing Up the Misconception: ETF Trade Volume vs. Liquidity

Thu, 01 Feb 2024 00:00:00 +0000

With growing investor interest in ETFs, our experts offer a quick primer on evaluating investment liquidity.

Economic and Financial Outlook 2024

Wed, 31 Jan 2024 00:00:00 +0000

When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

Five Institutional Trends Dominated in 2H 2023

Mon, 29 Jan 2024 00:00:00 +0000

How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.

Sustainable Investing: Transformational trends to watch

Wed, 17 Jan 2024 00:00:00 +0000

Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.

Tax Management Update – 4Q 2023

Tue, 16 Jan 2024 00:00:00 +0000

Equity markets rose significantly in 2023, but periods of volatility still provided investors with opportunities for tax loss harvesting.

What Really Matters in 2024

Wed, 10 Jan 2024 00:00:00 +0000

Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.

Assessing ETF Cost – Understanding the Bid/Ask Spread

Wed, 10 Jan 2024 00:00:00 +0000

Transaction costs for exchange-traded funds (ETFs) are inclusive of a bid/ask spread. Here’s how this figure is defined and its impact for investors.

Backdrop for Bond Investing Brighter in 2024

Tue, 02 Jan 2024 00:00:00 +0000

Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

3 Thoughts on 2024 ETF Investing Trends

Wed, 27 Dec 2023 00:00:00 +0000

As we close 2023 and its rate hikes, inflation, and geopolitical strife, we consider trends for the 2024 ETF landscape.

Portfolio Manager Insights: Themes & Risks for 2024

Tue, 26 Dec 2023 00:00:00 +0000

From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.

Managing Equity Market Volatility in 2024

Fri, 22 Dec 2023 00:00:00 +0000

Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.

Growth Is Where You Find It: A Look at 2024 Earnings Growth

Fri, 22 Dec 2023 00:00:00 +0000

Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.

Going Where the Value Is Greater: International Equities

Thu, 21 Dec 2023 00:00:00 +0000

Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

Could Small Cap Stocks Be a Sweet Spot in 2024?

Thu, 21 Dec 2023 00:00:00 +0000

Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

2024 Investment Idea: Quality/Growth

Thu, 21 Dec 2023 00:00:00 +0000

Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.

Bright Spot: Emerging Market Small Cap Stocks

Fri, 15 Dec 2023 00:00:00 +0000

Small emerging market companies have outperformed their large EM counterparts – and the S&P 500^® – over the past year.

Macro Outlook: Turn the Page

Fri, 15 Dec 2023 00:00:00 +0000

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

Rate Cuts on the Horizon?

Fri, 15 Dec 2023 00:00:00 +0000

The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

Introducing GQI: Natixis Gateway Quality Income ETF

Wed, 13 Dec 2023 00:00:00 +0000

Learn about this high quality equity ETF that uses an option overlay strategy to deliver a robust monthly distribution.

The Difference a Day Makes: Leaping into 2024

Wed, 13 Dec 2023 00:00:00 +0000

Portfolio consultant offers insight into which tax and investment strategies need to happen before year-end – and others that need to wait for the new year.

2024 Institutional Outlook

Tue, 05 Dec 2023 00:00:00 +0000

Institutional sentiment shows 2024 to be a year filled with many uncertainties.

Observations & Ideas for a Higher Yield World

Tue, 05 Dec 2023 00:00:00 +0000

Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

Why We’re (Still) Underweight Securitized Assets

Thu, 30 Nov 2023 00:00:00 +0000

Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.

Growth Trends with a Long Runway

Mon, 27 Nov 2023 00:00:00 +0000

Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.

Portfolio Allocation Trends – Q3 2023

Wed, 22 Nov 2023 00:00:00 +0000

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

Seven Insights on How the Smart Money Is Approaching ESG

Fri, 17 Nov 2023 00:00:00 +0000

7 key trends defining how the smart money is looking at ESG and sustainable investing in 2023.

Straight Talk on the Treasury Market

Fri, 17 Nov 2023 00:00:00 +0000

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

Don’t Be Shy About Using Model Portfolios

Thu, 16 Nov 2023 00:00:00 +0000

Using models can give clients a consistent investment experience and free up more time for advisors to provide high level financial advice.

Portfolio Construction – What Role Should Fixed Income Play?

Mon, 13 Nov 2023 00:00:00 +0000

Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

Investment Committee Overview

Fri, 10 Nov 2023 00:00:00 +0000

Learn about the investment committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.

Value Investing Amid a Turbulent Fixed Income Climate

Tue, 07 Nov 2023 00:00:00 +0000

View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.

Value Gap in US Equities Is Widening Again

Fri, 03 Nov 2023 00:00:00 +0000

A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.

Trading Time for Value

Fri, 27 Oct 2023 00:00:00 +0000

How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.

2023 Model Portfolios Report

Wed, 25 Oct 2023 00:00:00 +0000

Model portfolios are helping to streamline the investment process for advisors and provide clients with more consistent investment experience.

Triple Discount in International Equities

Tue, 24 Oct 2023 00:00:00 +0000

Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.

Fixed Income Yields and Drivers

Wed, 18 Oct 2023 00:00:00 +0000

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

Cruel September

Fri, 13 Oct 2023 00:00:00 +0000

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

Corporate Bond Shortage on the Horizon?

Wed, 04 Oct 2023 00:00:00 +0000

Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.

Baby Steps: 3 Financial Planning Ideas for Expectant Parents

Tue, 03 Oct 2023 00:00:00 +0000

Three wealth management ideas for getting your financial (rubber) ducks in a row before the sleepless nights begin.

Psst… Check Out Small Cap Stocks

Fri, 29 Sep 2023 00:00:00 +0000

Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.

Long Time Horizons Matter for Growth Equity Investing

Fri, 29 Sep 2023 00:00:00 +0000

Head of Loomis Sayles’ Growth Equity Strategies explains why staying focused on a company’s long-term outlook is essential during market volatility.

A Look Behind the Curtain – ETF Primary Markets

Fri, 29 Sep 2023 00:00:00 +0000

The behind-the-scenes workings of the primary market explain some unique advantages that ETFs can provide for investors.

Is Direct Indexing Right for You?

Wed, 27 Sep 2023 00:00:00 +0000

See how direct indexing compares to index funds and ETFs for investors who want to customize their accounts or minimize investment-related taxes.

Credit Where It’s Due

Fri, 15 Sep 2023 00:00:00 +0000

Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.

Equity Strategy Chooses Companies Investing for the Future

Fri, 15 Sep 2023 00:00:00 +0000

Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.

What’s Next for Europe’s Natural Gas Dilemma and Economy?

Thu, 14 Sep 2023 00:00:00 +0000

Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.

2023 Global Retirement Index

Tue, 12 Sep 2023 00:00:00 +0000

This year’s GRI takes a deep dive into the critical issues driving global retirement security – and reveals the top countries for retirement security around the world.

Value Investing Insight with Oakmark Fund Portfolio Managers

Mon, 11 Sep 2023 00:00:00 +0000

Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.

With Direct Indexing, Process Matters

Mon, 28 Aug 2023 00:00:00 +0000

Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.

Value Investing in an Evolving World

Mon, 28 Aug 2023 00:00:00 +0000

Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.

Portfolio Construction: Growth & Cyclical Stocks

Fri, 25 Aug 2023 00:00:00 +0000

Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

How to Evaluate a Direct Index Provider

Tue, 22 Aug 2023 00:00:00 +0000

See why choosing a direct index provider isn’t as straightforward as selecting a passive index fund or ETF, how strategies can differ, and why it matters.

Revalidating the Case for Duration in Fixed Income Portfolios

Mon, 21 Aug 2023 00:00:00 +0000

Three scenarios for where the yield curve may be at year-end 2024 and the advantages of adding duration to fixed income portfolios today is analyzed.

A Concentrated Portfolio May Mean Enhanced Returns

Thu, 17 Aug 2023 00:00:00 +0000

High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.

Moderate Model Portfolio Trends Analysis – Midyear 2023

Fri, 11 Aug 2023 00:00:00 +0000

The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.

Longer Duration Driving Opportunity in Muni Bonds

Thu, 10 Aug 2023 00:00:00 +0000

Loomis Sayles’ Dawn Mangerson explains significant Fed action, reduced supply, and strong demand leading to the first-ever municipal yield curve inversion.

Time to Extend Duration with High-Quality Fixed Income

Wed, 09 Aug 2023 00:00:00 +0000

Advantages of adding duration to fixed income portfolios in today’s interest rate environment are explained by Loomis Sayles’ Core Plus Bond Co-Manager.

Time to Cash into Stocks?

Thu, 03 Aug 2023 00:00:00 +0000

If you’re keeping your investment money in cash, you’re likely missing out. See three reasons why it may be time to get back into the stock market.

Five Institutional Investment Trends – Midyear 2023

Tue, 25 Jul 2023 00:00:00 +0000

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

2023 Strategist Outlook: Turn the Page

Mon, 24 Jul 2023 00:00:00 +0000

When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.

CE Credit: Evaluating Fixed Income Strategies Through Multiple Lenses

Mon, 17 Jul 2023 00:00:00 +0000

Learn how various types of analysis techniques can help you better evaluate and select the right fixed income strategies for your clients’ portfolios.

Mid-Cap Stocks – A Sweet Spot for Investors

Mon, 17 Jul 2023 00:00:00 +0000

Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.

3 Tips for Trading ETFs

Mon, 10 Jul 2023 00:00:00 +0000

Trading ETFs can be different from buying and selling individual securities – here are three important tips to consider for ETF trading.

Returns on Cash May Be Lower Than You Think

Tue, 27 Jun 2023 00:00:00 +0000

While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.

Fixed Income Outlook: More Yield to Be Had?

Mon, 26 Jun 2023 00:00:00 +0000

An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

Outlook & Opportunities: Global Equities

Tue, 20 Jun 2023 00:00:00 +0000

Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.

Outlook: ETF Trends to Watch for in the Second Half of 2023

Tue, 20 Jun 2023 00:00:00 +0000

Bonds vs. equities, active vs. passive, and options-related ETF activity… what ETF investment activity we expect to see for the rest of 2023.

2023 Individual Investor Survey

Tue, 20 Jun 2023 00:00:00 +0000

Investors struggle to reset expectations for a new market environment.

Bank Loan Investors: Look Beyond Rising Rates and Debt Costs

Tue, 20 Jun 2023 00:00:00 +0000

Loomis, Sayles & Company’s Cheryl Stober suggests digging deeper when evaluating the vulnerability of companies with loan-only capital structures.

Identifying Value in the Crossover Corporate Bonds Space

Wed, 24 May 2023 00:00:00 +0000

Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

Fixed Income Framework: Cyclicality vs. Inflation

Tue, 23 May 2023 00:00:00 +0000

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.

Fixed Income Pulse: What You Need to Know

Wed, 10 May 2023 00:00:00 +0000

Yield, duration, and diversification insight are shared by fixed income experts. Advisors’ sentiment from a recent pulse survey is also highlighted.

Bond Basics: How Interest Rates Affect Bond Yields

Tue, 09 May 2023 00:00:00 +0000

Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.

2023 Fixed Income Pulse Survey

Tue, 02 May 2023 00:00:00 +0000

The 2023 Natixis and Loomis Sayles Fixed Income Pulse Survey explores how US advisors are navigating inflation, rates and duration in order to reset their bond strategy in 2023.

Traditional Diversification Is Working Again

Thu, 27 Apr 2023 00:00:00 +0000

Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

Three Reasons to Stay Invested in Volatile Times

Mon, 24 Apr 2023 00:00:00 +0000

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

2023 Natixis Survey of Defined Contribution Plan Participants

Mon, 17 Apr 2023 00:00:00 +0000

Results from the 2023 Natixis Survey of Defined Contribution Plan Participants show American workers are feeling the weight of responsibility for retirement funding and they have strong preferences for the kind of help they want.

Listen to Our Experts Explain the Framework

Wed, 15 Mar 2023 00:00:00 +0000

Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

5 Trends in Model Investment Portfolios – Year-End 2022

Tue, 14 Mar 2023 00:00:00 +0000

See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

The Evolution of Target Date Funds in Retirement Plans

Mon, 27 Feb 2023 00:00:00 +0000

Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.

2023 Fund Selector Outlook

Mon, 13 Feb 2023 00:00:00 +0000

Fund selectors look to balance challenging markets and evolving client needs.

Observations on Five Institutional Investing Trends

Mon, 06 Feb 2023 00:00:00 +0000

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

Is Inflation Poised to Roll Over?

Fri, 09 Dec 2022 00:00:00 +0000

Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.

2023 Institutional Outlook

Tue, 06 Dec 2022 00:00:00 +0000

Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.

How to Evaluate ETFs

Mon, 21 Nov 2022 00:00:00 +0000

From a pure passive to fully active approach, investors may evaluate their ETF choices on various factors. Our ETF experts offer a quick primer.

Is the Market Looking Past Lowered Earnings Estimates?

Wed, 16 Nov 2022 00:00:00 +0000

While they aren’t yet reflected in the broad Index, S&P 500^® earnings expectations have been revised much lower since mid-year.

Bear Market Lemonade

Thu, 10 Nov 2022 00:00:00 +0000

In years with negative investment returns, investors may be able to use losses to offset taxable capital gains, a technique known as tax loss harvesting.

Inflation Inaction?

Wed, 09 Nov 2022 00:00:00 +0000

While inflation has surged to 40-year highs, our analysis shows that advisors have been hesitant to allocate to sectors known for inflation resiliency.

Retirement Sentiment Among High Net Worth Investors

Mon, 17 Oct 2022 00:00:00 +0000

It’s the million dollar question: How much do I need to retire? See how a million in retirement savings isn’t what it used to be.

Economic Well-Being of US Consumers in Decline?

Thu, 13 Oct 2022 00:00:00 +0000

While the market narrative points to excess consumer savings, survey data indicate a decline in US consumers’ economic well-being over the past year.

Positioning Portfolios for Fading Inflation

Fri, 07 Oct 2022 00:00:00 +0000

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

Why Active ETFs Matter During Volatile Times

Thu, 15 Sep 2022 00:00:00 +0000

NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.

2022 Global Retirement Index

Mon, 12 Sep 2022 00:00:00 +0000

Key risk concerns for retirement security are coming to a head in today’s rapidly changing economic environment.

From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear

Thu, 01 Sep 2022 00:00:00 +0000

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

5 Midyear Trends in Model Investment Portfolios – Summer 2022

Thu, 18 Aug 2022 00:00:00 +0000

As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.

Is This a Good Time to Consider Corporate Bonds?

Mon, 01 Aug 2022 00:00:00 +0000

With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?

Institutional Investing Trends Observed at Midyear 2022

Fri, 22 Jul 2022 00:00:00 +0000

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Tue, 28 Jun 2022 00:00:00 +0000

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

Using Option Strategies to Help Manage Portfolio Volatility

Thu, 09 Jun 2022 00:00:00 +0000

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

2022 Financial Professionals Report

Thu, 09 Jun 2022 00:00:00 +0000

Financial professionals are at a turning point after the pandemic. The 2022 Natixis Global Survey of Financial Professionals takes a deep dive into four key insights for business growth.

2022 Millennial Investor Report

Tue, 03 May 2022 00:00:00 +0000

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.

Beyond Alphabet Soup: Help for Plan Sponsors Considering ESG

Mon, 18 Apr 2022 00:00:00 +0000

Guidance for plan sponsors who want to use sustainable funds in their retirement plans consistent with ERISA and Department of Labor fiduciary requirements.

Inflation Protection: An Equity-Centric View

Tue, 12 Apr 2022 00:00:00 +0000

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

Bank Loan Basics: An Income Diversifier for All Times

Fri, 04 Mar 2022 00:00:00 +0000

An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.

2022 Fund Selector Outlook

Mon, 07 Feb 2022 00:00:00 +0000

Fund selectors look past Covid to bigger risks in 2022.

Asset Location Strategies

Thu, 27 Jan 2022 00:00:00 +0000

Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.

2022 Institutional Outlook

Tue, 07 Dec 2021 00:00:00 +0000

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

The Art – and Science – of Building Better Model Portfolios

Mon, 06 Dec 2021 00:00:00 +0000

As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.

2021 Natixis Global Survey of Individual Investors ESG Insights

Mon, 08 Nov 2021 00:00:00 +0000

ESG Insights from the 2021 Natixis Global Survey of Individual Investors.

2021 Global Retirement Index

Mon, 13 Sep 2021 00:00:00 +0000

The 2021 Natixis Global Retirement Index examines the factors that drive retirement security and provides a comparison tool for best practices in retirement policy.

Generate Better After-Tax Returns with Direct Indexing

Thu, 19 Aug 2021 00:00:00 +0000

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

2021 Natixis Global Survey of Individual Investors

Tue, 22 Jun 2021 00:00:00 +0000

The 2021 Natixis Global Survey of Individual Investors reveals how the global pandemic affected investors’ finances, health, and emotions.

2021 ESG Investor Insight Report

Wed, 21 Apr 2021 00:00:00 +0000

Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.

2021 Fund Selector Outlook

Wed, 17 Feb 2021 00:00:00 +0000

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

2021 Institutional Outlook

Mon, 07 Dec 2020 00:00:00 +0000

Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.

2020 Global Retirement Index

Mon, 28 Sep 2020 00:00:00 +0000

The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.

2020 Global Survey of Financial Professionals

Sun, 28 Jun 2020 00:00:00 +0000

Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.

Four Insights on the Pandemic Market and Investor Behavior

Sun, 14 Jun 2020 00:00:00 +0000

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.

2019 Institutional Survey Part II

Mon, 18 May 2020 00:00:00 +0000

Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.

Direct Indexing Solutions for Tax-Efficient Diversification

Fri, 03 Apr 2020 00:00:00 +0000

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

2019 Global Survey of Professional Fund Buyers

Fri, 03 Apr 2020 00:00:00 +0000

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

Tax-Efficient Portfolio Transitions Using Direct Indexing

Thu, 26 Mar 2020 00:00:00 +0000

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

Create Customized Portfolios Using Direct Indexing

Fri, 06 Mar 2020 00:00:00 +0000

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.

Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition

Thu, 02 Jan 2020 00:00:00 +0000

The competitive landscape is changing, and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.

2020 Institutional Outlook

Wed, 04 Dec 2019 00:00:00 +0000

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

2019 Global Insurance Survey

Mon, 25 Nov 2019 00:00:00 +0000

Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.

2019 Global Retirement Index

Thu, 19 Sep 2019 00:00:00 +0000

The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.

6 Insights About Millennial Investors

Tue, 27 Aug 2019 00:00:00 +0000

Our research reveals why assumptions about Millennial investors may be all wrong.

Welcome to the Meh Market

Thu, 08 Aug 2019 00:00:00 +0000

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

2019 Natixis Global Survey of Individual Investors

Mon, 15 Jul 2019 00:00:00 +0000

The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

ESG Investing Survey: Investors Want the Best of Both Worlds

Thu, 16 May 2019 00:00:00 +0000

Individuals and professionals say ESG investing can help them align assets with personal values — and has the potential to drive real results.

2019 Defined Contribution Plan Participant Survey

Thu, 04 Apr 2019 00:00:00 +0000

Our recent survey of defined contribution plan participants explores just how prepared Americans across generations are for retirement.

Concerns and Expectations of Professional Fund Buyers for 2019

Thu, 04 Apr 2019 00:00:00 +0000

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

2019 Institutional Outlook

Mon, 04 Mar 2019 00:00:00 +0000

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

Investor Sentiment 10 Years After the Global Financial Crisis

Fri, 16 Nov 2018 00:00:00 +0000

Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.

2018 Global Retirement Index

Thu, 06 Sep 2018 00:00:00 +0000

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.

Top Concerns for Professional Fund Buyers in 2018

Fri, 15 Jun 2018 00:00:00 +0000

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

Four Key Insights into Establishing the California Green Bond Market

Fri, 02 Mar 2018 00:00:00 +0000

Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.

Institutional Investor Survey: Preparing for a Market Shift

Thu, 22 Feb 2018 00:00:00 +0000

Three ways institutional investors are preparing for a market shift & and how they plan to balance risk management with investment return.

Risk on the Horizon: Institutional Investor Outlook for 2018

Tue, 05 Dec 2017 00:00:00 +0000

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

Winning Trust: Individual Investor Survey

Tue, 26 Sep 2017 00:00:00 +0000

Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.

2017 Trends: Global Retirement Index Results

Wed, 19 Jul 2017 00:00:00 +0000

An in-depth assessment of trends impacting investment strategy and retirement security in the developed world.

Environmental, Social and Governance Issues: Sentiment Across Surveys

Tue, 13 Jun 2017 00:00:00 +0000

Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.

Riding the Aftershock: Wholesale Portfolio Manager Survey

Thu, 04 May 2017 00:00:00 +0000

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.

Facing Volatility and Embracing Risk: Institutional Investor Survey

Tue, 14 Mar 2017 00:00:00 +0000

Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.

Defined Contribution Survey & Attitudes, Actions, Assessments

Mon, 21 Nov 2016 00:00:00 +0000

As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.

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International equities: Finding value in Europe vs. Japan

Staying invested in equities during market highs

International equities: The zip code doesn’t matter

Stashed in cash? Fed rate cuts favor fixed income

Allocating to Emerging Markets? Consider These Factors.

2024 Private Assets Report

Investment Outlook: Loomis Sayles

Direct Indexing: Checking the Box

Tax Management Update – Q1 2024

How Healthy Is the High Yield Bond Market?

No Cuts? No Problem.

US Inflation Tracker

All About The Rates

60/40 Portfolio Simplicity

3 Questions for Your Cash Management and Short-Term Investment Allocations

Do Smaller Asset ETFs Offer a Performance Advantage?

Credit Market Outlook: Solid Fundamentals and FOMO

Pricing ETFs: How Premium/Discount Is Calculated

Election 2024: Candidates, Congress, and Weary Constituents

Macro Outlook: Catalysts, Confidence & Cuts

Portfolio Construction Fundamentals

Quality Comparison: Minimum Volatility and High Dividend

Top 5 Financial Advisor Questions About ETFs

Investment Portfolio Trends 2023: Looking in the Mirror

Bubble Trouble?

March Madness: Top Picks for Fixed Income Investing

Does the 60/40 portfolio still work?

Opportunity Knocks in International Stocks

What’s It Take to Be an AI Winner?

GQI – Natixis Gateway Quality Income ETF – on NYSE TV

Herding Hawks at the Fed

Plan Ahead for Tighter Spreads

What’s Behind the Value Advantage of International Stocks?

Fixed Income Dashboard

Can You Bank on US Financial Stocks for Value?

2024 Fund Selector Outlook

Quality Matters When Investing

Clearing Up the Misconception: ETF Trade Volume vs. Liquidity

Economic and Financial Outlook 2024

Five Institutional Trends Dominated in 2H 2023

Sustainable Investing: Transformational trends to watch

Tax Management Update – 4Q 2023

What Really Matters in 2024

Assessing ETF Cost – Understanding the Bid/Ask Spread

Backdrop for Bond Investing Brighter in 2024

3 Thoughts on 2024 ETF Investing Trends

Portfolio Manager Insights: Themes & Risks for 2024

Managing Equity Market Volatility in 2024

Growth Is Where You Find It: A Look at 2024 Earnings Growth

Going Where the Value Is Greater: International Equities

Could Small Cap Stocks Be a Sweet Spot in 2024?

2024 Investment Idea: Quality/Growth

Bright Spot: Emerging Market Small Cap Stocks

Macro Outlook: Turn the Page

Rate Cuts on the Horizon?

Introducing GQI: Natixis Gateway Quality Income ETF

The Difference a Day Makes: Leaping into 2024

2024 Institutional Outlook

Observations & Ideas for a Higher Yield World

Why We’re (Still) Underweight Securitized Assets

Growth Trends with a Long Runway

Portfolio Allocation Trends – Q3 2023

Seven Insights on How the Smart Money Is Approaching ESG

Straight Talk on the Treasury Market

Don’t Be Shy About Using Model Portfolios

Portfolio Construction – What Role Should Fixed Income Play?

Investment Committee Overview

Value Investing Amid a Turbulent Fixed Income Climate

Value Gap in US Equities Is Widening Again

Trading Time for Value

2023 Model Portfolios Report

Triple Discount in International Equities

Fixed Income Yields and Drivers

Cruel September

Corporate Bond Shortage on the Horizon?

Baby Steps: 3 Financial Planning Ideas for Expectant Parents

Psst… Check Out Small Cap Stocks

Long Time Horizons Matter for Growth Equity Investing

A Look Behind the Curtain – ETF Primary Markets