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Global Homepage Research Findings
US Asset Allocation Trends – Summer 2018
The synchronized global equity rally may be winding down, and moderate model portfolios were lucky to eke out modest gains in the first half of 2018.
- 2 days ago
The State of Global Retirement Security
Our market strategists share insight into the state of retirement security today based on the results of the 2018 Global Retirement Index.
2018 Global Retirement Index
The 2018 Global Retirement Index (GRI) reveals how retirement security has been threatened in the ten years since the financial crisis—and identifies the top countries for retirement security around the world.
US Asset Allocation Trends: Three Reasons to Consider Active and Passive Strategies
Key findings on asset allocation and performance trends, based on in-depth analysis of moderate model portfolios.
- July 26, 2018
- Michael Dembro
Managing Fixed Income Allocations in a Rising Rate Environment
Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.
Top Concerns for Professional Fund Buyers in 2018
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Financial Professional Survey: Advice from Both Sides of the Brain
How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.
US and Latin America/US Offshore Outpace Peers for 2017 Performance
Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.
US Asset Allocation Trends – Winter 2018
Equity returns hit new highs in 2017, but which model portfolios had the best performance?
- March 27, 2018
Natixis Portfolio Clarity® Global Portfolio Barometer Review of 2017
Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
- March 6, 2018
Four Key Insights into Establishing the California Green Bond Market
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.
Institutional Investor Survey: Preparing for a Market Shift
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
ESG Sustainable Developments: Why More Investors Want to Go Green
An explanation of global growing interest in sustainable strategies, including green bonds that help finance ESG-related endeavors.
How Are Institutional Investors Preparing for Market Volatility?
An AlphaSimplex alternatives specialist shares his views on ways institutional investors might prepare for increased volatility 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?
Breaking the Myths on Millennial Investment Views
Why assumptions about the next generation of investors and their views on investments may be all wrong.
The Risk Management Challenge: Investors in Search of Clarity
Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.
Winning Trust: Individual Investor Survey
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.
Environmental, Social and Governance Issues: Sentiment Across Surveys
Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.
Preparing for the Inevitable: Individual Investor Survey
How investors are addressing the certainties of death, taxes and the inevitability of retirement funding.
Riding the Aftershock: Wholesale Portfolio Manager Survey
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.
Institutions Are Doubling Down on Risk in Search of Returns
Learn about the solutions institutional investors are implementing as they deal with risk and a low yield environment.
Facing Volatility and Embracing Risk: Institutional Investor Survey
Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.
Defined Contribution Survey – Attitudes, Actions, Assessments
As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.