Latest Insights

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Volatility related to ongoing COVID-19 concerns warrants consideration of fiscal and monetary responses and analysis of what an outbreak recovery might look like.

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Mirova ESG Market Update

Jens Peers, CEO and CIO of Mirova, discusses March 2020 COVID-19 market turbulence and shares some insights on near-term risks and opportunities.

Coronavirus Markets: Have We Seen the Bottom?

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

Markets View More  

Coronavirus & Loan Market Update: Loomis, Sayles & Company
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Coronavirus & Loan Market Update: Loomis, Sayles & Company

COVID-19 implications for bank loans is discussed by John Bell, Portfolio Manager, Loomis Sayles Senior Floating Rate and Fixed Income Fund.

Pandemic And Price War: Industry Analysis of the Current Environment Pandemic And Price War: Industry Analysis of the Current Environment

COVID-19 impact on numerous industries is looked at by Loomis, Sayles & Company’s credit research analysts.

  • March 26, 2020
Harris Associates Market Update: Analyzing Long-Term Market Opportunities
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Harris Associates Market Update: Analyzing Long-Term Market Opportunities

Bill Nygren of Harris Associates suggests COVID-19 volatility presents opportunities to long-term value investors.

Portfolio Construction View More  

Three Reasons to Stay Invested in Volatile Times Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • March 27, 2020
Tax-Efficient Portfolio Transitions Using Direct Indexing
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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

  • March 26, 2020
Finding Risk-Managed Opportunities in Short-Duration Fixed Income Finding Risk-Managed Opportunities in Short-Duration Fixed Income

Short-duration fixed income ETFs have the potential to deliver portfolios risk-managed alpha in down markets.

Research View More  

Natixis Future of Work Survey: Managing Talent in an Evolving Workplace Natixis Future of Work Survey: Managing Talent in an Evolving Workplace

Study examines the challenges of attracting and retaining talent in an era of economic, technological and societal transformation in the workplace.

Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition

The competitive landscape is changing and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.

2020 Institutional Outlook 2020 Institutional Outlook

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

ESG View More  

Green Bonds: An Easy Way to Reduce Carbon Footprint in Portfolios
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Green Bonds: An Easy Way to Reduce Carbon Footprint in Portfolios

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.

  • March 23, 2020
Beyond the Label: An Assessment of the Green Bond Market Beyond the Label: An Assessment of the Green Bond Market

How green bonds can contribute to sustainability initiatives while delivering returns for long-term investors is analyzed by Loomis, Sayles & Company research.

  • March 17, 2020
Taking Responsible Investment from Talk to Action Taking Responsible Investment from Talk to Action

Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.

  • March 12, 2020

Wealth Management View More  

Create Customized Portfolios Using Direct Indexing
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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance), or strategic investment goals using active screening techniques.

Intelligent Indexing: A Strategy for Taking On Costly Taxes Intelligent Indexing: A Strategy for Taking On Costly Taxes

Kevin Maeda of Active Index Advisors® on how mitigating the tax costs of investing can help investors keep more of what they earn.

Building Better Models Requires a Consistent Risk Framework Building Better Models Requires a Consistent Risk Framework

Amid interest rate uncertainty and evidence of slowing growth, the most effective model portfolios may be those that prioritize risk management.

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