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.
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
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.
David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.
Clouds on the horizon: five capital market story lines to watch in the second half of 2018.
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.
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.
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.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.