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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.

A Big Step Forward: Carbon Footprint as Performance Indicator

Mirova is convinced that going beyond direct carbon emissions is essential to providing meaningfully sustainable, climate-friendly investments.

  • April 1, 2019
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ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

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Loomis Sayles Update: Active Investors Get Selective in 2019

An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.

  • March 28, 2019
Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively-managed value investors.

Equity Investing in the Current Environment

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

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Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

Market Rally vs. Market Reality: Evaluating the Path Ahead

The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?

Natixis Portfolio Clarity® Global Portfolio Barometer

Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.

  • February 21, 2019
The Outlook for Outlooks

Market predictions alone are useless – what matters is the rationale behind the argument.

10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

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Forecasting Trends in Sustainable Investing

Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.

  • February 8, 2019
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Managing for Value: Finding Investment Opportunities in Today’s Markets

Portfolio Managers Tony Coniaris and Eric Liu discuss how they apply their analyst-driven investment process, concentrated portfolios and a focus on intrinsic value to global strategies.

  • February 7, 2019
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Overly Emotional Equity Markets Creating Opportunity for Value Investors

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.

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From the Summit: Making Sense of ESG

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

  • January 11, 2019
Multi-Asset Income: Sustainable Income Focused on Quality and GRIT

Loomis Sayles’ Multi-Asset Income Team explain why quality of income matters and other steps they take to maximize risk-adjusted returns.

Be Prepared: 5 Investment Strategies to Consider in 2019

Amid conflicting market signals, investors may want to think about lower-risk allocations.

  • December 27, 2018
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Loomis Sayles Global Allocation Fund

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.

  • December 19, 2018
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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.

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.

  • October 25, 2018
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.

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.

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.

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.

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.

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.

Challenges Facing Passive Investing Strategies

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