Active Management
Portfolio Construction Fundamentals
Model portfolio manager offers insights on asset allocation, portfolio structure, strategy selection and performance and risk monitoring.
Does the 60/40 portfolio still work?
Decreased volatility, return potential, and bonds in the 60/40 portfolio are analyzed by Harris Associates’ managers.
What’s It Take to Be an AI Winner?
AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.
Going Where the Value Is Greater: International Equities
Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.
Introducing GQI: Natixis Gateway Quality Income ETF
Learn about this high quality equity ETF that uses an option overlay strategy to deliver a robust monthly distribution.
Value Gap in US Equities Is Widening Again
A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.
Trading Time for Value
How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.
Triple Discount in International Equities
Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.
Equity Strategy Chooses Companies Investing for the Future
Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.
What’s Next for Europe’s Natural Gas Dilemma and Economy?
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
Outlook & Opportunities: Global Equities
Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.