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May 2020: Evaluating the Near-Term COVID-19 Economy

Portfolio Manager Jack Janasiewicz discusses the pandemic’s economic impact and shares some thoughts on how markets may fair amid a slow reopening and continued risks.

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Bloomberg Podcast: Harvesting Crisis Alpha

Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.

COVID-19: Perspectives On The Road To Recovery

Portfolio managers from Harris Associates, Loomis Sayles, Mirova and Ostrum Asset Management provide their perspectives on the road to recovery

  • May 21, 2020

Markets View More  

Consumer ABS & COVID-19: Assessing the Impact Consumer ABS & COVID-19: Assessing the Impact

A look at how the economic effects of the COVID-19 pandemic have affected the consumer asset-backed securities (ABS) space.

  • May 20, 2020
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Post-Pandemic Outlook: Assessing the Economic Restart
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Post-Pandemic Outlook: Assessing the Economic Restart

Portfolio Manager Jack Janasiewicz discusses how the near-term market picture has been affected by COVID-19 and what an economic restart might look like.

Multisector Team Outlook: May 2020 Multisector Team Outlook: May 2020

The Loomis Sayles Multisector Team presents its views on current macro conditions, including US and global interest rates and potential fixed income opportunities.

Portfolio Construction View More  

Reactivate Your Equity Portfolio
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Reactivate Your Equity Portfolio

Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.

MVIN Marks 3 Years as a Top-Rated International Equity ETF MVIN Marks 3 Years as a Top-Rated International Equity ETF

The Natixis Seeyond International Minimum Volatility ETF (MVIN) seeks to minimize risk while enhancing portfolio diversification.

Portfolio Defense: Value, Growth, or Neither? Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

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Out of the Frying Pan: Institutional Investors Are Responding to a Daunting – and Growing – Set of Challenges Out of the Frying Pan: Institutional Investors Are Responding to a Daunting – and Growing – Set of Challenges

Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.

The Age of Anxiety: Professional Fund Buyers Seek Alpha, Diversification – and Defense The Age of Anxiety: Professional Fund Buyers Seek Alpha, Diversification – and Defense

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

Natixis Future of Work Survey: Managing Talent in an Evolving Workplace Natixis Future of Work Survey: Managing Talent in an Evolving Workplace

Study examines the challenges of attracting and retaining talent in an era of economic, technological and societal transformation in the workplace.

ESG View More  

Sustainable Strategies Proved Resilient in Market Downturn
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Sustainable Strategies Proved Resilient in Market Downturn

Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.

Green Bonds: An Easy Way to Reduce Carbon Footprint in Portfolios
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Green Bonds: An Easy Way to Reduce Carbon Footprint in Portfolios

Green bonds are a direct way to include ESG, reduce a portfolio’s carbon footprint, and access opportunities in a growing market, says a Mirova manager.

  • March 23, 2020
Beyond the Label: An Assessment of the Green Bond Market Beyond the Label: An Assessment of the Green Bond Market

How green bonds can contribute to sustainability initiatives while delivering returns for long-term investors is analyzed by Loomis, Sayles & Company research.

  • March 17, 2020

Wealth Management View More  

Intelligent Indexing: A Strategy for Taking On Costly Taxes Intelligent Indexing: A Strategy for Taking On Costly Taxes

Kevin Maeda of Active Index Advisors® on how mitigating the tax costs of investing can help investors keep more of what they earn.

Building Better Models Requires a Consistent Risk Framework Building Better Models Requires a Consistent Risk Framework

Amid interest rate uncertainty and evidence of slowing growth, the most effective model portfolios may be those that prioritize risk management.

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.

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