Equities

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.

Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.

Global events and trends – such as electric vehicles and water security – driving ESG investments are highlighted by Mirova PM Amber Fairbanks.

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

Analysis of whether the equity market selloff has improved stock valuations relative to bonds.

How market turbulence is impacting sustainable investments and uncovering opportunities is discussed by Mirova PM Amber Fairbanks.

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.

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

Analysis of recent tax loss harvesting opportunities and overview of potential changes in tax legislation from the billionaire tax to SECURE 2.0.

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

Chief Investment Strategist at Gateway Investment Advisers offers perspective on market turbulence and Gateway's low volatility equity strategies.

Q&A with Scott Weber, Co-Portfolio Manager of the Natixis Vaughan Nelson Select ETF (VNSE).

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.

Jens Peers, CEO of Mirova US, explains his team’s approach to identifying opportunities and why sustainability is an important driver of outperformance.