Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
While COVID-19 challenges remain, many key indicators of a global recovery persist.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.
Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.
Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.
Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.
Chief Market Strategist discusses the benefits of Gateway’s index options-based strategy in today’s uncertain markets.
In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?
Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
Research from AlphaSimplex reviewing methodologies for determining risk exposures in trend-following systems and their impact on results.
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.
Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.
Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.
An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.
Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.
Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.
Initial regulatory approvals for active non-transparent solutions are paving the way for innovations in exchange-traded funds.
Portfolio Manager Amber Fairbanks discusses ESG integration, impact investing and Mirova’s global sustainable equity investment strategy.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.
Geographically diverse exposure to mid-market companies can strengthen a private equity portfolio, but achieving global exposure can be challenging.
Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.
As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.
A look at recent capital market performance across asset classes and a near-term market forecast.
A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.
Although globalization has made the investment world smaller, the Asian volatility of the 1990s still holds lessons for today’s value investors.
With credit spreads shrinking, insurers may want to use equity style factors to pursue higher yields, mitigate drawdowns, and adapt to changing markets.
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.