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.
Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.
David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.
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?
Identifying key factors and risks that could cause stock market volatility to increase in the coming months.