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.

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Taking Advantage of Longer-term Strategic Opportunities Across the Globe

Harris Associates’ Client Portfolio Manager, Daniel Nicholas discusses investing in European businesses, volatility and stock prices, and how their high conviction approach has helped them to capitalise on some stock decisions in their portfolios.

  • September 7, 2018
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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Searching for Income Amid Potential Volatility

In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.

  • August 23, 2018
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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Finding Value in International Equity Markets

David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.

2018 Midyear Update and Outlook

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

Rethinking Equity Markets and the Value of Volatility

Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.

  • May 9, 2018
2018 Outlook: The Active Manager’s Perspective

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

4 Reasons Why the VIX May Double in the Next Year

Identifying key factors and risks that could cause stock market volatility to increase in the coming months.

What’s It Take to Deliver Superior Risk-Adjusted Returns?

Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.

  • April 27, 2017