2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

  • 1 week ago
Throw Out the Crystal Ball: 2019 Market Outlook

Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.

Pursuing Hidden Value in Global Bond Markets

Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.

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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.

Why Investors Should Be Cautious, Not Bearish

Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.

Three Strikes and You’re Out: Investors at Bat Against Volatility

The 2018 Global Survey of Financial Professionals revealed advisors are confident about their own ability to handle market factors for themselves and for their clients, but are concerned about investors making three key mistakes.

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.

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The World Is Changing: Investing and the New ESG

Sustainable companies may not only resonate with investor values – they may be better positioned for good business long-term.

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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.

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Understanding the ASG Global Alternatives Strategy Fund

Learn how the strategy used to managed ASG Global Alternatives Fund seeks to manage risk, add diversification, and adapt to changing markets.

  • October 8, 2018
10-Year Retrospective: ASG Global Alternatives Fund

Learn how a mutual fund designed to help individual investors gain access to the risk/return characteristics of hedge funds got its start.

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Finding Tax-Efficiency Potential in Options-Based Strategies

Mike Buckius of Gateway Investment Advisers discusses how the firm seeks to manage portfolio tax liabilities.

  • September 27, 2018
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Time to Take an Alternative Route to Fixed Income?

Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.

Managing Investors’ Emotions with the Help of Minimum Volatility Strategies

Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.

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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.

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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.

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.

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The Long and Short of How Managed Futures Work

How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.

  • July 13, 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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What to Expect from Minimum Volatility Strategies in Today’s Markets

With volatility levels returning to normal, how do minimum volatility strategies contend with today’s turbulent markets?

  • July 5, 2018
Time for Active Managers to Rise Above Rates and Volatility

Active strategies’ ability to perform under pressure from rising rates and volatility is examined by three investment managers.

  • June 25, 2018
Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Is the Return of Volatility an Opportunity for Active Managers?

In uncertain markets, active managers have an opportunity to react to pricing pressures related to fundamentals and valuations.

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.

  • June 15, 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.

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.

  • May 25, 2018
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
Triple Threat: First Quarter Risks for Institutional Investors

Despite facing a triple threat, institutional investors weren’t surprised by geopolitical, interest rate, and volatility risks.

3 Reasons to Consider a Low Volatility International ETF

As an active international minimum volatility ETF, Seeyond’s MVIN could help prepare your portfolio for the next market cycle.

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Weighing Low Volatility Equity Options in the Current Market

A look at the potential roles options-based equity strategies can play in portfolios.

  • April 5, 2018
What’s Your Game Plan For Managing Market Volatility?

Experts share their views on volatility levels, global macro risks, and non-traditional routes for managing volatility.

  • April 2, 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.

Volatility Quiz: Are You Prepared for Potential Market Turbulence?

Forming a more complete understanding of volatility and the ways it can be managed

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.

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.

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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.

  • October 13, 2017
Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.

  • May 4, 2017