Active Management
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.
Diversification? The Last Free Lunch is Getting Leaner
500 names in an index isn’t offering broad diversification today. That’s why maintaining factor diversification is key to Vaughan Nelson’s Select approach.
Customized Equity Portfolios Invest for Racial Equality
Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Money Life's Jaffe Interviews David Jilek
Chief Investment Strategist at Gateway Investment Advisers offers perspective on market turbulence and Gateway's low volatility equity strategies.
Concentration and Active Management Distinguish US Equity ETF
Q&A with Scott Weber, Co-Portfolio Manager of the Natixis Vaughan Nelson Select ETF (VNSE).
Continued Forward Motion for ESG Investing in 2022
Mirova Portfolio Manager Amber Fairbanks discusses ESG-related innovation, opportunities, risk considerations, evolving regulations, and more.
Paths to Net Zero by 2050 in Focus at Bloomberg Sustainable Summit
Business, finance, and government experts consider the path to net zero at Bloomberg’s Sustainable Business Summit – Focus on Finance.
Green Vision: Travel Through Tech Odyssey
Risks of the growing, unpredictable technology sector and its infinite possibilities to meet environmental and social challenges are explored by Mirova analyst.
Valuations and Fundamentals: A Historical Perspective
While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.
- December 9, 2021
- David T. Reilly
Green Bonds: The Revolution in Fixed Income
Mirova team members detail green bond basics, accelerating issuance, challenges, and their thoughtful methodology aimed to uncover only issues displaying integrity and ambition.
Opportune Time to Revisit REITs
REITs can provide a diversified source of income, an inflation hedge and growth potential – but they are often missing from investor portfolios.
- December 7, 2021
- Gregory V. Kanarian
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
Who Are the Builders of a Sustainable World?
Jens Peers, CEO of Mirova US, explains his team’s approach to identifying opportunities and why sustainability is an important driver of outperformance.
David Herro on Value Catalysts in Global Markets
Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.