Institutional Brochure
Equities
Customized Equity Portfolios Invest for Racial Equality
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Emerging Markets: The Benchmark Is the Risk
Measuring the merits of emerging market equities by an index may be quite limiting. Global growth equity managers at WCM Investment Management explain why.
The Pandemic Factor: Investing in the Covid Economy
Analyzing how the potential risk and return dynamics of the global economy have changed in the wake of the 2020 outbreak.
- October 30, 2020
November Outlook: Market Conditions After the Vote
In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.
Institutional Investment Trends During the COVID Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
- October 22, 2020
- Mark J. Cintolo
Finding Value Opportunities in the Pandemic Economy
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
Opportunities in the Emerging Recovery
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
Asset Allocation Trends During the COVID Market
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
- October 13, 2020
- Mark J. Cintolo
October Outlook: Why Room for Growth – and Volatility – Remains
A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.
The Economy Is Not the Stock Market – by the Numbers
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
Assessing Increasing COVID-19 Case Counts and Markets
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
August Outlook: Is the Market Poised for a Breakout?
While COVID-19 challenges remain, many key indicators of a global recovery persist.
Equity Diversification for the Next Selloff
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
- June 18, 2020
- Mark J. Cintolo
Could Stock Market Leadership Change Coming Out of COVID-Recession?
Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.
COVID-Recession Dynamics & Differences
Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.
Sustainable Strategies Proved Resilient in Market Downturn
Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.
The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets
Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.
Low Volatility Equity – It’s Not Too Late
Chief Market Strategist discusses the benefits of Gateway’s index options-based strategy in today’s uncertain markets.
What an Oil Price War Could Mean for Markets and Investors
Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.
Taking Responsible Investment from Talk to Action
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
Risk Variation in Trend-Following Systems
Research from AlphaSimplex reviewing methodologies for determining risk exposures in trend-following systems and their impact on results.
- March 10, 2020
- Kathryn M. Kaminski
US Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
- March 9, 2020
March 2020: COVID-19 and Global Market Views
Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.
COVID-19: Perspectives from a Long-Term Value Investor
Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.
Institutional Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
- March 2, 2020
- Mark J. Cintolo
COVID-19: Making Sense of Market Sentiment
As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.
Slower for Longer? Gauging Market Reaction to COVID-19
Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.
Assessing the Impact of the Coronavirus on Financial Markets
An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.
Utility Companies Face Challenges in an Evolving Energy Landscape
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.
Price Matters: International Value Opportunities Today
Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.
How Might the Coronavirus Impact Markets and Investors in the Near Term?
Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.
Data Privacy Regulation in the US
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
It’s Just Good Business: Using ESG in the Investment Process
Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.
Combining Investor and Climate Change Goals for Better Outcomes
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Low Volatility Equity Investing: The Gateway Strategy
With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.