Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.
Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context.
Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.
Diversity of talent, thought, perspective leads to better outcomes for our clients, employees, and communities.
The muni yield curve inversion persisted through midyear. Munis gave back returns from the start of 2023 with positive results at the long end.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Investment strategies that combine equity market exposure with positive net cash flow may benefit from a new, higher rate environment.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.
Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.
Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.
This year’s GRI takes a deep dive into the critical issues driving global retirement security – and reveals the top countries for retirement security around the world.
When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.
Investors struggle to reset expectations for a new market environment.
Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.
Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
See why choosing a direct index provider isn’t as straightforward as selecting a passive index fund or ETF, how strategies can differ, and why it matters.
Despite strong equity market returns, actively managed equity and direct index strategies were still able to find tax loss harvesting opportunities.
While broad stock market returns were positive for the first quarter, nearly half of index stocks declined, creating opportunities for tax loss harvesting.