Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.
A global multi-affiliate platform of independent investment management, consulting, and implementation expertise serving a wide spectrum of investor needs.
Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.
A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.
7 key trends defining how the smart money is looking at ESG and sustainable investing in 2023.
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.
Using models can give clients a consistent investment experience and free up more time for advisors to provide high level financial advice.
Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.
This year’s GRI takes a deep dive into the critical issues driving global retirement security – and reveals the top countries for retirement security around the world.
Investors struggle to reset expectations for a new market environment.
Results from the 2023 Natixis Survey of Defined Contribution Plan Participants show American workers are feeling the weight of responsibility for retirement funding and they have strong preferences for the kind of help they want.
Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.
Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.