See why choosing a direct index provider isn’t as straightforward as selecting a passive index fund or ETF, how strategies can differ, and why it matters.
Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context.
Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.
Diversity of talent, thought, perspective leads to better outcomes for our clients, employees, and communities.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.
Is the stock market more volatile during US presidential election years? A closer look at 2000, 2008 and 2020 offers some perspective.
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.
International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.
Explore ETF tax efficiency: Learn from a Natixis ETF Specialist about their tax-efficient investment advantages.
Gateway Investment Advisers CEO Mike Buckius discusses the Natixis Gateway Quality Income ETF (ticker GQI) on the floor of the New York Stock Exchange.
Learn how Gateway Investment Advisers uses a disciplined, proprietary approach to build its high-quality stock portfolios for the GQI ETF.
Fund selectors see an unfamiliar investment landscape in 2024.
Institutional sentiment shows 2024 to be a year filled with many uncertainties.
7 key trends defining how the smart money is looking at ESG and sustainable investing in 2023.
Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.
Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.
Guidance for plan sponsors who want to use sustainable funds in their retirement plans consistent with ERISA and Department of Labor fiduciary requirements.
Equity markets rose significantly in 2023, but periods of volatility still provided investors with opportunities for tax loss harvesting.
Hear investors’ and advisors’ thoughts about retirement challenges and learn tactics to enhance your advisory business.
Although the S&P 500® is up over 13% year to date, the recent pullback has provided tax loss harvesting opportunities for direct indexing investors.