Active Management
ESG Means Business
From seeking to manage risk to uncovering opportunities, ESG (environmental, social, and governance) can be a powerful investment analysis tool for investors.
David Herro on Active Management’s Value to Investors
An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.
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.
Enabling vs Labelling in Sustainable Finance
ESG data, standards and labels are unlikely to drive the change we seek until we first agree on the appropriate change mechanisms.
A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.
Global Equities: Making Sense Of A Market In Turmoil
Hollie Briggs, vice president and director of product management at Loomis, Sayles & Company, sat down with Citywire to discuss how the team at Loomis prepare for, and work through, the different eventualities that the global equity markets can bring.
Solving Puzzles During the Golden Age of Learning
US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.
Loomis Sayles: Fixed Income Approach to ESG and Corporate Issuers
The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.
Loomis Sayles: A Principled Approach to ESG in Investing
Well-known for deep proprietary research, Loomis Sayles believes that ESG considerations are an inextricable part of investment analysis.
2021 Outlook: Three Questions for Loomis Sayles Sector Teams
Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.
Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill
Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.
In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team
Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.
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.
Credit Check: The Full Discretion Approach to Credit Selection
Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.
Four Insights on the Pandemic Market and Investor Behavior
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.
Investor Sentiment 10 Years After the Global Financial Crisis
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
Institutional Investor Survey: Preparing for a Market Shift
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
Winning Trust: Individual Investor Survey
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.