Latest Insights

5 Ways to Effectively Use Asset Allocation Funds

Learn how asset allocation funds can be used to reduce transaction costs, minimize taxes, and provide steady market exposure during transitions.

Finding Opportunities in Divergent Outlooks

A lack of consensus on the investment outlook for 2020 may argue for a more nimble approach to portfolio construction and rebalancing in the new year.

Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

Markets View More  

What Clearing Geopolitical Clouds Could Mean for Investors What Clearing Geopolitical Clouds Could Mean for Investors

How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.

Liquidity, Reserves and High Grading for Late Cycle Unknowns
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Liquidity, Reserves and High Grading for Late Cycle Unknowns

Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.

Should Investors Be Concerned About a Market Bubble? Should Investors Be Concerned About a Market Bubble?

Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.

Portfolio Construction View More  

Navigating Dynamic Markets with Tactical Flexibility Navigating Dynamic Markets with Tactical Flexibility

Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and the strategy.

WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture

As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.

Using Analytics to Help Advisors Build Better Portfolios
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Using Analytics to Help Advisors Build Better Portfolios

Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.

Research View More  

Top 10 Countries for Retirement Security
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Top 10 Countries for Retirement Security

The 2019 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.

2019 Global Retirement Index 2019 Global Retirement Index

The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.

6 Insights About Millennial Investors 6 Insights About Millennial Investors

Our research reveals why assumptions about Millennial investors may be all wrong.

ESG View More  

Combining Investor and Climate Change Goals for Better Outcomes Combining Investor and Climate Change Goals for Better Outcomes

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.

ESG Investing for Retirement
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ESG Investing for Retirement

Learn about the target date retirement funds that use ESG (environmental, social, governance) factors in the investment process.

  • September 13, 2019
The Worth of Water Security for Sustainable Companies The Worth of Water Security for Sustainable Companies

Investors may want to pay attention to companies committed to addressing water security challenges and sustainable economic development.

Wealth Management View More  

Using Factor Analysis to Build Better Portfolios Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Tax Management: Taking Control of Your Hard-Earned Money Tax Management: Taking Control of Your Hard-Earned Money

A look at how equity separate account strategies can add value on an after-tax basis.

Financial Planning and the Risk of Saving Too Much Financial Planning and the Risk of Saving Too Much

Head of Business Development and ETFs Nicholas J. Elward suggests that saving should be carefully calculated, not become a competition or an obsession.

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