Markets View More
Three questions to consider when evaluating active and passive portfolio allocations.
Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.
Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.
Portfolio Construction View More
A discussion of strategies available to investors looking to manage volatility risk while taking advantage of growth opportunities that can result from market movements.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Research View More
Individuals and professionals say ESG investing can help them align assets with personal values—and has the potential to drive real results
Our recent survey of defined contribution plan participants explores just how prepared Americans across generations are for retirement.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Sustainable companies may not only resonate with investor values – they may be better positioned for good business long-term.
Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.
Investors can manage risk by considering companies that are responding to the moral imperative – and possible economic consequences – of a warming world.