Markets View More
The Loomis Sayles Multisector Team presents its views on current macro conditions, including global interest rates and potential fixed income opportunities.
Market predictions alone are useless – what matters is the rationale behind the argument.
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Portfolio Construction View More
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.
Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
Research View More
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Natixis experts discuss the results of the 2018 Global Retirement Index – and key threats impacting global retirement security.
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.
Investors can manage risk by considering companies that are responding to the moral imperative – and possible economic consequences – of a warming world.
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
Wealth Management View More
The author presents a framework and case study for optimizing multiple investment goals based on their order of importance to an investor.
Financial professionals become more attuned to the potential effects of taxes on their investment portfolios.
Curt Overway, President of Managed Portfolio Advisors, discusses tax-efficient investing and the impact of tax reform on investor portfolios.