China’s rollout of regulations, especially for internet firms, is analyzed through a risk management lens by Portfolio Manager Eric Liu at Harris Associates.
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.
Macro and Market Views View More
Evaluating equity exposures in the context of their response to the business cycle can lead to better portfolio construction.
Fixed income market action in Q3 and drivers to consider going forward are discussed by Loomis, Sayles & Co. Core Plus Bond Team’s Richard Raczkowski.
A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles’ Growth Equity alpha thesis are explained.
Research and Analysis View More
ESG Insights from the 2021 Natixis Global Survey of Individual Investors.
Dave Goodsell, Executive Director of the Natixis Center for Investor Insight, and Jack Janasiewicz, Portfolio Manager at Natixis Investment Managers Solutions, dive into the results of the 2021 Natixis Global Survey of Individual Investors.
The 2021 Natixis Global Retirement Index examines the factors that drive retirement security and provides a comparison tool for best practices in retirement policy.
Big Ideas View More
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
A diverse workforce challenges conventional thinking and creates a more dynamic and rewarding work environment. It may also lead to better experiences for clients.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.