Markets View More
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
Portfolio Construction View More
Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.
In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.
Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.
Research View More
The 2021 Natixis Global Survey of Individual Investors reveals how the global pandemic affected investors’ finances, health, and emotions.
Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
With climate change risk a top focus for the Biden administration, Government Relations specialist Susan Olson outlines legislation and regulations under way.
From seeking to manage risk to uncovering opportunities, ESG (environmental, social, and governance) can be a powerful investment analysis tool for investors.
Natixis Investment Managers recently urged the DOL to consider five key points related to ESG investing in retirement plans.
Wealth Management View More
Learn how technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning.
Tax loss harvesting can be tough in rising markets – but savvy managers can enhance after-tax returns by favoring long-term over short-term capital gains.
Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.