Markets View More
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
While COVID-19 challenges remain, many key indicators of a global recovery persist.
Dr. Kathryn Kaminski examines historical market crises and explains how trend following strategies can provide insights on current market conditions.
Portfolio Construction View More
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.
A look at how trend-following strategies worked to anticipate and contend with the pandemic crisis of early 2020 as compared to previous crisis events.
Research View More
Actionable insights from advisors on how to retain clients and drive growth in the pandemic market.
Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.
Phil Jordan of BW Research discusses the benefits and policies most likely to help attract and retain top talent in today’s evolving US workforce.
CEO/CIO Jens Peers discusses the growing interest in ESG investing and Mirova’s long history and experience with sustainable strategies.
Veteran target date manager Chris Sharpe discusses how target date funds can make it easier for investors to stay the course in changing markets.
Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.
Wealth Management View More
How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.
How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.