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.

2019 ETF Trends and Outlook

A look at what the year ahead might have in store for the exchange traded funds space.

Step by Step: Reducing the Carbon Footprint of Investments

Climate-conscious active management can reduce long-term risk, encourage innovation and create further opportunities towards a transitioning economy.

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Gauging Sustainable Investing Trends

A sustainable investing specialist from Mirova discusses the regional aspects of ESG investing and what investors might expect in the near term.

  • September 19, 2018
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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Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

SCOTUS and E-Commerce Sales Tax: State Revenues After the Ruling

Gauging the potential impact of the e-commerce sales tax ruling on state tax bases nationwide.

  • August 13, 2018
Behavioral Bias: On Penalty Kicks and Investing

What might the summer’s World Cup excitement tell us about investment strategy and portfolio construction?

3 Reasons to Consider Short-Term Bonds In A Rising Rates Environment

Short-term bonds may be an option for investors looking to navigate a challenging fixed income market.

Strategies for Protecting Portfolios from Market Volatility

Low/minimum volatility strategies are designed to perform over the long term, protecting portfolios from unexpected downturn.

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.

Macro & Market Commentary

Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.

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Finding Value in International Equity Markets

David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.

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Midyear Global Macro Outlook 2018

Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.

Looking at Merger Mania in the Healthcare Sector

A senior fixed income analyst discusses mergers in the healthcare industry and its potential effect on investment in the sector.

  • July 17, 2018
2018 Midyear Update and Outlook

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

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Sustainable Finance May be Key to Solving Global Issues

Mirova’s CEO explains the financial industry’s major role in the future growth of a sustainable global economy.

  • July 2, 2018
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Interest Rate Anxiety and the Bond Bear Market Effect

Identifying what a bear market in bonds looks like and how it might effect fixed income investors.

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Flexibility in Fixed Income is Key When Rates Are on the Rise

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.

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2018 Mid-Term Elections Outlook: Insight Into Issues and Outcomes

How Republicans, Democrats, and the Trump administration are preparing for the 2018 mid-term elections.

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Trump's Business Approach to the Presidency and Politics

Trump's business-like approach to the presidency has changed the face of politics and how the White House operates.

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4 Trends Shaping Sustainable Investing and the World

How demographics, environment, technology, and governance trends are creating opportunities for sustainable investing.

  • April 10, 2018
Sustainable Investing: Vision Quest for an Emerging Middle Class

A growing middle class presents sustainable opportunities for investors to help meet demand for consumer goods and health care.

Advantages of High Active Share Strategies

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

  • March 13, 2018
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.

Where's the Value in Fixed Income?

Interest rates, inflation, tax cuts and yield opportunities across fixed income markets are discussed by three portfolio managers.

  • January 12, 2018
2018 Outlook: The Active Manager’s Perspective

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

2018 ETF Outlook: 4 Trends to Watch

4 ETF trends to watch around active management, volatility, interest rates and political instability in 2018.

Institutional Investor Return Expectations Could Be Overinflated

​A Loomis Sayles fixed income specialist shares his views on the return expectations of institutional investors.

Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

  • December 5, 2017
4 Reasons Why the VIX May Double in the Next Year

Identifying key factors and risks that could cause stock market volatility to increase in the coming months.

Trump Takes on US Tax System. What Does it Mean for Investors?

Perspectives on Trump tax reform proposal and the potential impact on US economy, markets, and investor portfolios.

  • October 18, 2017