Latest Insights

Panic Selling and Seven Other Mistakes the Pros Say Investors Make

Which mistakes do financial professionals think may be the costliest? Get insight from our recent global survey.

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The Pandemic, Federal Aid, and Healthcare: Finding a Way Forward

Senate veteran Bill Hoagland of the Bi-Partisan Policy Center discusses how COVID-19 aid spending might affect the federal deficit and healthcare.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.

Markets View More  

Assessing Increasing COVID-19 Case Counts and Markets
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Assessing Increasing COVID-19 Case Counts and Markets

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

August Outlook: Is the Market Poised for a Breakout? August Outlook: Is the Market Poised for a Breakout?

While COVID-19 challenges remain, many key indicators of a global recovery persist.

What’s Keeping Quants Up at Night?
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What’s Keeping Quants Up at Night?

Dr. Kathryn Kaminski examines historical market crises and explains how trend following strategies can provide insights on current market conditions.

Portfolio Construction View More  

The Economy Is Not the Stock Market – by the Numbers The Economy Is Not the Stock Market – by the Numbers

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

Investment Idea for Student Debt Investment Idea for Student Debt

Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.

COVID-19 in Context: How Does the Pandemic Compare to Past Market Crises? COVID-19 in Context: How Does the Pandemic Compare to Past Market Crises?

A look at how trend-following strategies worked to anticipate and contend with the pandemic crisis of early 2020 as compared to previous crisis events.

Research View More  

From the Emotional to the Empirical
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From the Emotional to the Empirical

Actionable insights from advisors on how to retain clients and drive growth in the pandemic market.

Times Like These: Financial Professionals Chart a Course From a Pandemic Market to Profitable Growth Times Like These: Financial Professionals Chart a Course From a Pandemic Market to Profitable Growth

Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.

The Future of Work: Insights for HR Benefits Professionals
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The Future of Work: Insights for HR Benefits Professionals

Phil Jordan of BW Research discusses the benefits and policies most likely to help attract and retain top talent in today’s evolving US workforce.

ESG View More  

Mirova: More Than 35 Years of Sustainable Investing Expertise
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Mirova: More Than 35 Years of Sustainable Investing Expertise

CEO/CIO Jens Peers discusses the growing interest in ESG investing and Mirova’s long history and experience with sustainable strategies.

Weathering the Pandemic: Natixis Sustainable Future Funds
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Weathering the Pandemic: Natixis Sustainable Future Funds

Veteran target date manager Chris Sharpe discusses how target date funds can make it easier for investors to stay the course in changing markets.

Sustainable Strategies Proved Resilient in Market Downturn
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Sustainable Strategies Proved Resilient in Market Downturn

Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.

Wealth Management View More  

Custom Index Portfolios Help Improve After-Tax Returns Custom Index Portfolios Help Improve After-Tax Returns

How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.

New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization

How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.

Using Factor Analysis to Build Better Portfolios Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

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