Step by Step: Reducing the Carbon Footprint of Investments

Climate-conscious active management can reduce long-term risk, encourage innovation and create further opportunities towards a transitioning economy.

  • September 28, 2018
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Gauging Sustainable Investing Trends

A sustainable investing specialist from Mirova discusses the regional aspects of ESG investing and what investors might expect in the near term.

  • September 19, 2018
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.

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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Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

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.

Macro & Market Commentary

Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.

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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.

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Midyear Global Macro Outlook 2018

Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.

2018 Midyear Update and Outlook

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

Decarbonised Equities: How to Stay Cool

Reducing your portfolio’s carbon footprint has just been made a lot easier thanks to Mirova’s new carbon impact methodology.

  • July 2, 2018
Investing in the Age of Sustainable Development Goals

A tailored investment approach reconciling economic, environmental, and social value creation.

  • July 2, 2018
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Flexibility in Fixed Income is Key When Rates Are on the Rise

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.

  • June 21, 2018
Advantages of High Active Share Strategies

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

  • March 13, 2018
2018 Outlook: The Active Manager’s Perspective

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

Risk on the Horizon: Institutional Investor Outlook 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?

  • December 5, 2017
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.