A Big Step Forward: Carbon Footprint as Performance Indicator

Mirova is convinced that going beyond direct carbon emissions is essential to providing meaningfully sustainable, climate-friendly investments.

  • April 1, 2019
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ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

  • April 1, 2019
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Loomis Sayles Update: Active Investors Get Selective in 2019

An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.

  • March 28, 2019
Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively-managed value investors.

Equity Investing in the Current Environment

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

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Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

Market Rally vs. Market Reality: Evaluating the Path Ahead

The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?

CTA Market Size Factor: Bigger was Better in 2018

Chief Research Strategist and Portfolio Manager Kathryn Kaminski of AlphaSimplex, discusses market size in futures and describes how a Commodity Trading Advisor (CTA) market size factor can affect CTA performance.

  • March 6, 2019
Natixis Portfolio Clarity® Global Portfolio Barometer

Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.

  • February 21, 2019
The Outlook for Outlooks

Market predictions alone are useless – what matters is the rationale behind the argument.

10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

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Forecasting Trends in Sustainable Investing

Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.

  • February 8, 2019
Five Myths About U.S. Large Caps

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.

  • January 28, 2019
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Overly Emotional Equity Markets Creating Opportunity for Value Investors

Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.

Loomis Sayles: Investment Outlook 2019

Macro Analyst, Craig Burelle of Loomis Sayles, discusses how modest total returns and above-average volatility may define the risk asset landscape in 2019.

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From the Summit: Making Sense of ESG

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

  • January 11, 2019
AlphaSimplex: A Look at Trend Following Strategies, Past and Present

Chief Research Strategist and Portfolio Manager Kathryn Kaminski of AlphaSimplex, looks at trends seen in 2018 and how they compare to other historical periods.

  • January 10, 2019
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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.

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The Change Variable: Cross-Sector Disruptors and Investing

Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.

  • November 21, 2018
Challenging the Market: the Hunt for Underrated Winners in Europe

Isaac Chebar explains why some of the companies that are viewed as the big losers are in danger of being mispriced by the market.

  • November 14, 2018
Financial Industry Reimagining Businesses for a Sustainable, Greener World

All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.

  • October 22, 2018
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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
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.

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