Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.
Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.
Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.
Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.
Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.
Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.
Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.
Macro and market commentary on economic drivers, credit spreads, foreign exchange, global equity markets, and potential risks.
All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.
Sustainable companies may not only resonate with investor values – they may be better positioned for good business long-term.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
Climate-conscious active management can reduce long-term risk, encourage innovation and create further opportunities towards a transitioning economy.
A sustainable investing specialist from Mirova discusses the regional aspects of ESG investing and what investors might expect in the near term.
With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.
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.
A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.
Clouds on the horizon: five capital market story lines to watch in the second half of 2018.
Reducing your portfolio’s carbon footprint has just been made a lot easier thanks to Mirova’s new carbon impact methodology.
A tailored investment approach reconciling economic, environmental, and social value creation.
How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.
Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.
A panel of Natixis investment managers discuss their market outlooks for 2018
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?