Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
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.
Amid conflicting market signals, investors may want to think about lower-risk allocations.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
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.
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.
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.
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.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
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.
With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.
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.
A snapshot of an investment strategy’s outcome over a quarter can often mask the way risk and return are realized over the course of a longer time period.
Why investors should distinguish between signals of prolonged economic downturn and short-term market volatility noise.
A data-driven look at how low-risk strategies have the potential to provide high returns in equity portfolios.
Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.
Baseball fan and Harris Associates PM Bill Nygren discusses what to consider when drafting an active manager for your portfolio.
Equity returns hit new highs in 2017, but which model portfolios had the best performance?
As volatility spiked and equity markets declined, investors learned 3 valuable lessons from “February Break 2018”.
How potential decreases in market liquidity and demographic changes may create challenges for passive investing.
A look at rising equity volatility, the VIX spike, and why investors may need to be prepared for continued market turbulence.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.