Five points for investors to consider in light of recent volatility in the equity and fixed income markets.
Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.
A look at the different market and investment approaches driving how low volatility smart beta strategies are implemented.
Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.
When considering ETFs, know how premium/discount is calculated — and look at other factors
How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.
Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.
Some of the best growth and value opportunities are beyond US borders and benchmarks, according to portfolio managers from WCM Investment Management and Harris Associates.
Vaughan Nelson CEO and Senior Portfolio Manager Chris Wallis provides a mid-year market outlook and thoughts on what investors might expect through year-end.
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?
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.
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.
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.
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.