Markets View More
Aziz Hamzaogullari, Chief Investment Officer of Growth Equity Strategies at Loomis Sayles, discusses market risks and opportunities in light of the COVID-19 pandemic.
What a crisis event is and how trend-following strategies began searching for crisis alpha as the virus spread is examined by AlphaSimplex’s Chief Research Strategist.
How COVID-19 is impacting various areas of the municipal bond market is examined by by Loomis, Sayles & Company’s Municpal Credit Research Team.
Portfolio Construction View More
Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
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
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.