Markets View More
COVID-19 implications for bank loans is discussed by John Bell, Portfolio Manager, Loomis Sayles Senior Floating Rate and Fixed Income Fund.
COVID-19 impact on numerous industries is looked at by Loomis, Sayles & Company’s credit research analysts.
Bill Nygren of Harris Associates suggests COVID-19 volatility presents opportunities to long-term value investors.
Portfolio Construction View More
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
Short-duration fixed income ETFs have the potential to deliver portfolios risk-managed alpha in down markets.
Research View More
Study examines the challenges of attracting and retaining talent in an era of economic, technological and societal transformation in the workplace.
The competitive landscape is changing and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
Green bonds are a direct way to include ESG, reduce a portfolio’s carbon footprint, and access opportunities in a growing market, says a Mirova manager.
How green bonds can contribute to sustainability initiatives while delivering returns for long-term investors is analyzed by Loomis, Sayles & Company research.
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
Wealth Management View More
See how index portfolios can be customized for ESG (environmental, social, and governance), or strategic investment goals using active screening techniques.
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.