Markets View More
Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.
Portfolio Construction View More
US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.
PM Jack Janasiewicz on near-term market conditions in light of continued federal fiscal aid, monetary policy support, and the vaccine rollout.
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
Research View More
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Institutional investors are coming to grips with a key risk, amplified by 2020’s pandemic economy: negative interest rates.
Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.
The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.
Well-known for deep proprietary research, Loomis Sayles believes that ESG considerations are an inextricable part of investment analysis.
Wealth Management View More
Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.