Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Three leading portfolio experts explain how they invest in a shifting economic and political landscape.
Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.
Chief Market Strategist David Lafferty shares his views on the post-Christmas global rally – and what investors should know about where markets may be headed.
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.
Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.
Mirova is convinced that going beyond direct carbon emissions is essential to providing meaningfully sustainable, climate-friendly investments.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.
In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?
Market predictions alone are useless – what matters is the rationale behind the argument.
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.
Portfolio Managers Tony Coniaris and Eric Liu discuss how they apply their analyst-driven investment process, concentrated portfolios and a focus on intrinsic value to global strategies.
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
Loomis Sayles’ Multi-Asset Income Team explain why quality of income matters and other steps they take to maximize risk-adjusted returns.
Loomis Sayles Global Allocation Fund’s veteran management team discuss the importance of their go-anywhere, best-ideas approach and continuous collaboration, along with where the value is today.
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.
Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.
Unpacking recent trends in the small cap investing space and what investors might expect from small caps in the near term.
Portfolio manager Dennis Alff discusses how the strategy continues to seek consistent value for investors.
As retiring investors become sellers, market conditions could change – an active approach may help those in their wake.
Equity investors have been led to believe that taking on a relatively higher level of risk is necessary to achieve higher returns. The problem is that the historical record of equity market returns offers very little support for this claim.
All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.
ETF strategies have the capacity to implement a sustainable investing philosophy.
The mindful use of resources, thoughtfulness about social footprints, and good corporate governance have become mainstream angles to consider in today’s investment world.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
Investors may want to rethink their approach to small company stock investing in light of regulatory and market changes.
Taking the hits and fighting for potential returns – preparing portfolios to contend with equity market volatility.
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.
Baseball fan and Harris Associates PM Bill Nygren discusses what to consider when drafting an active manager for your portfolio.
How potential decreases in market liquidity and demographic changes may create challenges for passive investing.