Latest Insights

Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.

What drives the relationship between bank loans and high yield bonds, and why it matters for fixed income investors is explored by Loomis Sayles.

500 names in an index isn’t offering broad diversification today. That’s why maintaining factor diversification is key to Vaughan Nelson’s Select approach.
Markets View More  

US Inflation Tracker highlights key indicators from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.

Congress dropped the ball on Biden’s climate agenda. Government affairs expert Susan Olson discusses how the SEC or DOL may succeed where Congress failed.

Performance impact of market selloffs and rallies across asset classes and trend-following strategies is analyzed.
Portfolio Construction View More  

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

Researcher CFRA awards the Natixis Vaughan Nelson Select ETF (VNSE) with its 5-star rating, based on performance, reward potential and risk mitigation.

Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
Research View More  

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.

The authors examine historical periods of high turbulence and classify their driving forces to gain a better understanding of these extreme events.

Fund selectors look past Covid to bigger risks in 2022.

What you need to know to help retirement plan sponsors choose sustainable funds, including the most current guidance from the Department of Labor.

Guidance for plan sponsors who want to use sustainable funds in their retirement plans consistent with ERISA and Department of Labor fiduciary requirements.

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Wealth Management View More  

Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.

There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.

Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.
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