Markets View More
The versatility of minimum volatility equity strategies may calm investors’ emotions through uncertain times.
Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.
Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and the strategy.
Portfolio Construction View More
See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.
The Natixis Seeyond International Minimum Volatility ETF (MVIN) seeks to minimize risk while enhancing portfolio diversification.
Learn how asset allocation funds can be used to reduce transaction costs, minimize taxes, and provide steady market exposure during transitions.
Research View More
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
The 2019 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
Learn about the target date retirement funds that use ESG (environmental, social, governance) factors in the investment process.
Investors may want to pay attention to companies committed to addressing water security challenges and sustainable economic development.
Wealth Management View More
Kevin Maeda of Active Index Advisors® on how mitigating the tax costs of investing can help investors keep more of what they earn.
Amid interest rate uncertainty and evidence of slowing growth, the most effective model portfolios may be those that prioritize risk management.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.