Specialized Investment Managers, Diverse Investment Expertise
Global Homepage Latest Insights
Reading the Yield Curve Signals: Recession or Expansion?
Insights for fixed income investors on how a flattening yield curve may still be an indicator of near-term economic activity.
SCOTUS and E-Commerce Sales Tax: State Revenues After the Ruling
Gauging the potential impact of the e-commerce sales tax ruling on state tax bases nationwide.
Mission Critical: Aligning Values with Retirement Investments
See how the Shelton Group advances their sustainability mission by embracing an ESG-driven target-date mutual fund option in their employee 401(k) plan.
Markets View More
Core Plus Bond Team Views
The Loomis Sayles Core Plus Bond Team presents its current macro views and portfolio positioning for the second half of 2018.
- 3 days ago
- Richard G. Raczkowski - Peter W. Palfrey
- Fixed Income
- Interest Rates
-
3 Reasons to Consider Short-Term Bonds In A Rising Rates Environment
Short-term bonds may be an option for investors looking to navigate a challenging fixed income market.
Strategies for Protecting Portfolios from Market Volatility
Low/minimum volatility strategies are designed to perform over the long term, protecting portfolios from unexpected downturn.
Portfolio Construction View More
Are Mid-Caps the New Small-Caps?
Investors may want to rethink their approach to small company stock investing in light of regulatory and market changes.
US Asset Allocation Trends: Three Reasons to Consider Active and Passive Strategies
Key findings on asset allocation and performance trends, based on in-depth analysis of moderate model portfolios.
- July 26, 2018
- Michael Dembro
- Diversification
- Research Findings
-
Active ETF for a Shifting Bond Market
How Natixis Loomis Sayles Short Duration Income ETF may help in a shifting bond market is discussed on the NYSE floor.
Research View More
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.
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.
Listen Up: Hearing Investor Needs in the Age of Noise
Financial professionals have an opportunity to do for their clients what financial media and social networks cannot – listen.
ESG View More
Adding Sustainable Investments to Higher Education Retirement Plans
Environmental, social and governance funds can provide new ways to appeal to retirement plan sponsors and participants.
Sustainable Finance May be Key to Solving Global Issues
Mirova’s CEO explains the financial industry’s major role in the future growth of a sustainable global economy.
The Worth of Water Security for Sustainable Companies
Investors may want to pay attention to companies committed to addressing water security challenges and sustainable economic development.
Wealth Management View More
Tax-Efficient Investing Insights from a Portfolio Management Perspective
Curt Overway, President of Managed Portfolio Advisors, discusses tax-efficient investing and the impact of tax reform on investor portfolios.
4 Tax Strategies for Retirement Distribution Planning
As clients move from the accumulation to the distribution phase of retirement planning, an effective tax strategy can minimize taxes and maximize...
Two Strategies for Tax-Efficient Portfolio Transitions
Creating a roadmap for changing portfolio positions.