Jens Peers, CEO of Mirova US, explains his team’s approach to identifying opportunities and why sustainability is an important driver of outperformance.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.
Investors who believe equity market volatility is likely to increase may want to explore index option writing strategies to help lower risk.
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.
While equity market volatility appears calm on the surface, a closer look at sector-specific volatilities may be telling a different story.
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Learn why a low-volatility equity strategy may be a good way to address the potential uncertainty in the second half of 2021.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.
Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.
Louise Schreiber, SRI Analyst at Mirova, looks at the investment potential of 5G today and assesses its future uses and limitations in the context of ESG.
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Analyzing how the potential risk and return dynamics of the global economy have changed in the wake of the 2020 outbreak.
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Investment Managers Solutions consultants.
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.