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Alpha Thesis of Loomis Growth Equity

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.

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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.

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The Change Variable: Cross-Sector Disruptors and Investing

Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.

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Seeking Long-Term Growth Amid Uncertain Markets

Portfolio manager Aziz Hamzaogullari on his approach to equities and why he believes in its potential to help investors achieve their long-term goals.

  • November 19, 2018
It’s a Small Cap World: Seeking Value in a Momentum-Driven Market

Unpacking recent trends in the small cap investing space and what investors might expect from small caps in the near term.

Decade Day: Vaughan Nelson Value Opportunity Fund Marks Anniversary

Portfolio manager Dennis Alff discusses how the strategy continues to seek consistent value for investors.

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Bracing for the Boomer Retirement Wave

As retiring investors become sellers, market conditions could change – an active approach may help those in their wake.

Just the Factors: Making Sense of Low Volatility Stocks

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.

Financial Industry Reimagining Businesses for a Sustainable, Greener World

All types of financial service providers are retooling business models and integrating ESG practices to help shape a better world.

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The “Easy Money” Has Been Made

Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.

Managing For Volatility and Sustainability: When ETFs Meet ESGs

ETF strategies have the capacity to implement a sustainable investing philosophy.

Sustainable Investing: Looking Beyond ESG

The mindful use of resources, thoughtfulness about social footprints, and good corporate governance have become mainstream angles to consider in today’s investment world.

Crowded at the Top? Looking at Index Concentration

With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.

What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing

Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.

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Accounting for Intangible Assets: The New Value Investing

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.

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Searching for Income Amid Potential Volatility

In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.

International Equity Outlook: Market Instability Can Mean Opportunity

David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

Are Mid-Caps the New Small-Caps?

Investors may want to rethink their approach to small company stock investing in light of regulatory and market changes.

2018 Midyear Update and Outlook

Clouds on the horizon: five capital market story lines to watch in the second half of 2018.

Boxing Market Volatility With A Different Fighting Style

Taking the hits and fighting for potential returns – preparing portfolios to contend with equity market volatility.

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Measuring Active Management with Active Share

Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.

  • June 28, 2018
Considering the Option: How Did Options Writing Strategies Perform in Q1 2018?

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.

Market Volatility is Back – is it Signal or Noise?

Why investors should distinguish between signals of prolonged economic downturn and short-term market volatility noise.

Risky Business: Do Higher-Risk Equities Deliver Higher Returns?

A data-driven look at how low-risk strategies have the potential to provide high returns in equity portfolios.

Rethinking Equity Markets and the Value of Volatility

Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.

  • May 9, 2018
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Analyzing Winning Characteristics of Active Investment Managers

Baseball fan and Harris Associates PM Bill Nygren discusses what to consider when drafting an active manager for your portfolio.

US Asset Allocation Trends – Winter 2018

Equity returns hit new highs in 2017, but which model portfolios had the best performance?

  • March 27, 2018
3 Lessons Learned from the Equity Market Decline

As volatility spiked and equity markets declined, investors learned 3 valuable lessons from “February Break 2018”.

Challenges Facing Passive Investing Strategies

How potential decreases in market liquidity and demographic changes may create challenges for passive investing.

Why VIX Spike Meets Natixis Forecast of Rising Equity Volatility

A look at rising equity volatility, the VIX spike, and why investors may need to be prepared for continued market turbulence.

Reflections on the Stock Market Correction

Chief Investment Strategist Dave Lafferty shares his views on recent market volatility and what investors might be able to expect moving forward.

Outlook 2018: Equity Market Volatility

What equity investors might expect in 2018 after a year characterized by rising stock prices and low market volatility.

2018 Outlook: The Active Manager’s Perspective

A panel of Natixis investment managers discuss their market outlooks for 2018

Asset Allocator’s Guide to Equity Beta-Reducing Strategies

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.

Preparing Clients for Potential Tax Policy Changes

Strategies to consider for managing tax policy risk while saving for retirement.

What’s It Take to Deliver Superior Risk-Adjusted Returns?

Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.