Latest Insights
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.
Peak Growth, the End of US Exceptionalism, and More
Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.
Midyear Outlook: Growth – but New Risks – Ahead
Global Market Strategist Esty Dwek discusses prospects for growth, inflation, and evolving risks in the second half.
Markets View More
A Multidimensional Volatility Environment
Despite the presence of volatility dampening forces, current average volatility is significantly higher than it was during the previous two low-vol phases.
- May 27, 2021
-
Emerging Markets: Old Myths and New Realities
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Roaring 20s or Economic Slowdown Ahead?
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Portfolio Construction View More
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
From the Consultant’s Desk: 10 Trends in 2020
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
Research View More
The Great Fiscal Experiment: What Could Be Next?
How the use of massive government stimulus may be creating new market trends and opportunities for trend-following managers is examined in this AlphaSimplex research paper.
- May 12, 2021
- Kathryn M. Kaminski
-
2021 ESG Investor Insight Report
Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.
2021 Institutional Outlook
Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.
ESG View More
Financially Relevant Factors: ESG Investing for Retirement
Retirement plan advisor specializing in sustainable investing discusses fiduciary responsibility and the benefits of using ESG investments in 401(k) plans.
5 Ways ESG Can Drive Growth for Your Business
How to leverage ESG to better understand clients, deepen relationships, and enhance practices is discussed by a panel of ESG specialists.
- May 4, 2021
- Edward Farrington - Dave Goodsell
-
Behind the Scenes with Philippe Zaouati, CEO of Mirova
Mirova CEO explains why companies with sustainable solutions to massive global challenges will likely be the industry leaders of tomorrow.
Topics
- Market Outlook
- Equities
- ESG Investing
- Volatility
- Research Findings
- Investor Sentiment
- Risk
- Economy
- Portfolio Consulting
- Alternatives
- Retirement
- Fixed Income
- Public Policy
- Macroeconomics
- Practice Management
- Active Management
- Interest Rates
- Direct Indexing
- Retirement Security
- Retirement Planning
- Taxes
- Disruption
- Diversification
- Geopolitics
- Asia