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.
The versatility of minimum volatility equity strategies may calm investors’ emotions through uncertain times.
Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.
The Natixis Seeyond International Minimum Volatility ETF (MVIN) seeks to minimize risk while enhancing portfolio diversification.
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.
Portfolio Manager Bill Nygren shares his views on current market conditions, recession talk, and the business forecast.
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
Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.
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.
Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.
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.
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.
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.
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.
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 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 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.
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.