Portfolio Manager Jack Janasiewicz discusses the pandemic’s economic impact and shares some thoughts on how markets may fair amid a slow reopening and continued risks.
Portfolio managers from Harris Associates, Loomis Sayles, Mirova and Ostrum Asset Management provide their perspectives on the road to recovery
Portfolio Manager Jack Janasiewicz discusses how the near-term market picture has been affected by COVID-19 and what an economic restart might look like.
Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.
In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”
The Natixis Seeyond International Minimum Volatility ETF (MVIN) seeks to minimize risk while enhancing portfolio diversification.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.
A look at how some exchange traded fund professionals are analyzing and managing COVID-19 market turbulence and volatility risk.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
David Herro shares views on reopening of economies globally, COVID-19 impact on Q1 and positioning and performance of Oakmark International Fund and Oakmark International Small Cap Funds.
Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
Bill Nygren, Portfolio Manager of Oakmark and Oakmark Select Funds, discusses COVID-19 market crisis, road to recovery, and portfolio positioning and performance.
Actively-managed minimum volatility ETFs can help buffer portfolios from market turbulence without sacrificing performance during more normalized periods.
Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.
As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.
A look at how COVID-19 has affected lodging and leisure and what investors can consider for companies in the category over the near term.
When it comes to managing volatility risk in portfolios, investors may want to consider a counterintuitive look at how strategies track their index.
Chief Market Strategist discusses the benefits of Gateway’s index options-based strategy in today’s uncertain markets.
Portfolio Manager Jack Janasiewicz provides a near-term market outlook and shares insights for investors considering the path forward for global businesses.
Chris Wallis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the COVID-19 market turbulence and how they are thinking about the near and long-term investment landscape.
In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent market corrections, coronavirus, and additional factors.
Natixis and NYSE have filed with the SEC to launch an active non-transparent ETF strategy.
To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.
Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.
Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the market reaction of COVID-19 and the Russia-Saudi oil price war.
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.
Recent regulatory approvals promise new evolutions in the ETF space.
Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.
Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.
An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.
More attractive opportunities in equities than fixed income today, explains Loomis Sayles Global Allocation Manager Eileen Riley.
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.
Portfolio Managers Mike Trigg and Greg Ise of WCM Investment Management on opportunity growth in emerging markets and their unique approach to the space.
Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.
Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.
In the face of volatility risk, investors can look at markets through a risk-based lens that takes correlations and broader investment trends into account.
Initial regulatory approvals for active non-transparent solutions are paving the way for innovations in exchange-traded funds.
Portfolio Manager Amber Fairbanks discusses ESG integration, impact investing and Mirova’s global sustainable equity investment strategy.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.
A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.
Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.
Amid interest rate uncertainty and evidence of slowing growth, the most effective model portfolios may be those that prioritize risk management.
Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.
As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.
A look at recent capital market performance across asset classes and a near-term market forecast.
A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.
Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
Taking the hits and fighting for potential returns – preparing portfolios to contend with equity market volatility.
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.
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.
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 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.
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.
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.