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.
Chief Market Strategist David Lafferty examines six prevailing equity marketing narratives - three bullish and three bearish.
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 recent market turbulence and what equity volatility could mean for portfolios
US corporate tax cut implications and actively allocating to where value is in global markets are explored with Loomis Sayles Global Allocation Manager.
A look at rising equity volatility, the VIX spike, and why investors may need to be prepared for continued market turbulence.
Aziz Hamzaogullari, Head of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.
Chief Investment Strategist Dave Lafferty shares his views on recent market volatility and what investors might be able to expect moving forward.
What equity investors might expect in 2018 after a year characterized by rising stock prices and low market volatility.
Managing volatility with above-average yielders is discussed with Loomis, Sayles & Company Portfolio Manager Maura Murphy
A panel of Natixis investment managers discuss their market outlooks for 2018
A look at how rising interest rates and a growing retiree population might affect markets and 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.
In today’s low-yield world, income investors have other options than aggressively reaching for yield.
Investment ideas to potentially reduce volatility and to help manage fixed income risk late in the business cycle.
Identifying key factors and risks that could cause stock market volatility to increase in the coming months.
Strategies to consider for managing tax policy risk while saving for retirement.
Know how to effectively evaluate equity investment performance against a benchmark with active share.
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.
Three market specialists reflect on Europe’s improving economic conditions five years after the Eurozone Crisis.
Checking in on negotiations, Trump trade deals, and London’s future as a global financial hub one year after Brexit.
Global growth, corporate earnings, and business sentiment appear supportive for equities in the next six months.
Searching for value potential in a world of higher stock prices and strong economic indicators
An investor’s guide to parliament, coalition government, Brexit and its potential portfolio implications.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.
The landscape of ETFs has changed dramatically. Explore the innovative role actively managed ETFs now play.
The UK has woken up as a divided country. While 52% of the voters prefer to leave the European Union, 48% wanted to stay. At first glance, it looks...