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Yield Curve Control: An Experiment in Real Time

Loomis Sayles fixed income specialists on how yield curve control (YCC) policies compare to quantitative easing (QE) – and what it could mean for investors.

  • April 8, 2021
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

Demystifying TIPS: Potential Advantages of Inflation-Protected Securities

Amid pandemic-related stimulus relief and vaccination progress, investors may want to consider how to prepare for increased inflation risk.

Markets View More  

Market Outlook: Why Inflation Worries May Be Exaggerated Market Outlook: Why Inflation Worries May Be Exaggerated

Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.

Banking, Finance, and the Biden Agenda: What’s Ahead?
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Banking, Finance, and the Biden Agenda: What’s Ahead?

Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.

Post-crisis International Value Investing: A World of Opportunity Post-crisis International Value Investing: A World of Opportunity

Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.

  • March 24, 2021

Portfolio Construction View More  

Solving Puzzles During the Golden Age of Learning Solving Puzzles During the Golden Age of Learning

US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.

  • March 31, 2021
Understanding Markets, Interest Rates, and Vaccines
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Understanding Markets, Interest Rates, and Vaccines

PM Jack Janasiewicz on near-term market conditions in light of continued federal fiscal aid, monetary policy support, and the vaccine rollout.

From the Consultant’s Desk: 10 Trends in 2020
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From the Consultant’s Desk: 10 Trends in 2020

From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

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2021 Professional Fund Buyer Outlook 2021 Professional Fund Buyer Outlook

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

The Big Allocation Move for Institutions in 2021: No Move at All The Big Allocation Move for Institutions in 2021: No Move at All

Institutional investors are coming to grips with a key risk, amplified by 2020’s pandemic economy: negative interest rates.

2021 Institutional Outlook 2021 Institutional Outlook

Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.

ESG View More  

Biden and the Paris Agreement: What Rejoining Could Mean for Investors Biden and the Paris Agreement: What Rejoining Could Mean for Investors

The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.

Loomis Sayles: Fixed Income Approach to ESG and Corporate Issuers Loomis Sayles: Fixed Income Approach to ESG and Corporate Issuers

The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.

  • March 23, 2021
Loomis Sayles: A Principled Approach to ESG in Investing Loomis Sayles: A Principled Approach to ESG in Investing

Well-known for deep proprietary research, Loomis Sayles believes that ESG considerations are an inextricable part of investment analysis.

  • March 22, 2021

Wealth Management View More  

Direct Indexing Separately Managed Accounts: A Tax-Efficient Solution Direct Indexing Separately Managed Accounts: A Tax-Efficient Solution

Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.

The Art – and Science – of Building Better Model Portfolios The Art – and Science – of Building Better Model Portfolios

As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.

  • November 30, 2020
Assessing the Impact of Biden’s Tax Proposal on Investment Returns Assessing the Impact of Biden’s Tax Proposal on Investment Returns

The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.

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