Latest Insights

Bank failures, deeply discounted European financial stocks, and interest rate tailwinds for big US banks are explored by Harris Associates’ value investors.

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

How Fed rate hikes, global commodity players, and late cycle market dynamics are factoring into portfolio decisions is shared by Fixed Income Manager Elaine Stokes.

Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.

Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

The 2023 Natixis and Loomis Sayles Fixed Income Pulse Survey explores how US advisors are navigating inflation, rates and duration in order to reset their bond strategy in 2023.

Results from the 2023 Natixis Survey of Defined Contribution Plan Participants show American workers are feeling the weight of responsibility for retirement funding and they have strong preferences for the kind of help they want.

Fund selectors look to balance challenging markets and evolving client needs.

Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

ERISA expert Bradford Campbell explains the DOL’s Final Rule on ESG investing in retirement plans and implications for plan advisors and participants.

While broad stock market returns were positive for the first quarter, nearly half of index stocks declined, creating opportunities for tax loss harvesting.

Down markets in 2022 allowed investors who own stocks directly in Separately Managed Accounts to reduce capital gain taxes by using tax-loss harvesting.

In years with negative investment returns, investors may be able to use losses to offset taxable capital gains, a technique known as tax loss harvesting.