Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
Market predictions alone are useless – what matters is the rationale behind the argument.
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.
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.
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.
Macro Analyst, Craig Burelle of Loomis Sayles, discusses how modest total returns and above-average volatility may define the risk asset landscape in 2019.
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
Chief Research Strategist and Portfolio Manager Kathryn Kaminski of AlphaSimplex, looks at trends seen in 2018 and how they compare to other historical periods.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.
Isaac Chebar explains why some of the companies that are viewed as the big losers are in danger of being mispriced by the market.
All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.
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.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
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.
In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.