Staying Invested While Managing Volatility Risk

A discussion of strategies available to investors looking to manage volatility risk while taking advantage of growth opportunities that can result from market movements.

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Meet the Team That Makes Loomis Sayles Fixed Income Tick

The Loomis Sayles & Company multisector team talks about how it mixes research, experience, and teamwork in its investment approach.

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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • May 28, 2019
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Low Volatility Equity Investing: The Gateway Strategy

With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.

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Is the Cycle Over? What Investors Should Know

Watch what the Loomis Sayles Full Discretion team has to say about recession risk.

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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.

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.

Minimum Volatility ETFs: A Best Kept Investment Secret for 2019?

Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.

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2019 Institutional Outlook

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

  • March 4, 2019
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What Could Go Wrong? Measuring 7 Top Market Risks

Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.

Time to Get More Active about Fixed Income and Equity Investing?

Exploring active fixed income and equity strategies for markets at a crossroads.

  • February 11, 2019
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
Green Bonds and the Future of Business: Managing Tomorrow's Risk Potential

Investors can manage risk by considering companies that are responding to the moral imperative – and possible economic consequences – of a warming world.

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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.

Reality Check: Why 2019 Could Bring Slower Growth and Higher Volatility

Trade tensions and rising rates are two reasons investors may want to try to guard their portfolios from day-to-day market gyrations in the year ahead.

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Correction or Beginning of Bear Market? What’s in Store for Stocks

Bear markets can occur without a recession but both can affect portfolios. Veteran equity manager Chris Wallis talks 2019 market dynamics and the Fed’s altered toolkit.

  • January 16, 2019
Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.

  • January 9, 2019
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.

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.

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.

  • October 25, 2018
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.

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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.

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.

Boxing Market Volatility With A Different Fighting Style

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

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
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
Challenges Facing Passive Investing Strategies

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

Volatility Quiz: Are You Prepared for Potential Market Turbulence?

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

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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