Active Management

Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.

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

Results from our Global Survey of Financial Professionals, conducted in the midst of the pandemic, show that volatility and recession are top concerns and reveal insight into investor behavior in uncertain markets.

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.

Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.