Looking to Use Volatility as Opportunity
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Looking to Use Volatility as Opportunity

The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.

From the Consultant’s Desk: 4 Trends Dominating Advisor Portfolios
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From the Consultant’s Desk: 4 Trends Dominating Advisor Portfolios

Portfolio consultants discuss record high equity allocations, economic cycle dynamics, and the growing popularity of alternatives and model portfolios.

What You Should Know About Cryptocurrency What You Should Know About Cryptocurrency

From the birth of Bitcoin to how blockchain functions as the transactional infrastructure is explained in Part 1 of this Basics of Cryptocurrency series.

Rainy Day Funds: Making Sense of Short-Term Investment Strategies
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Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.

Investment Trends in Advisor Portfolios – Midyear 2021 Investment Trends in Advisor Portfolios – Midyear 2021

Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.

Institutional Investment Trends Midyear 2021 Institutional Investment Trends Midyear 2021

In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.

Natixis Investment Managers Solutions Investment Committee Overview Natixis Investment Managers Solutions Investment Committee Overview

Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.

  • August 10, 2021
25 Years of “Best Ideas” Selection Across the Capital Structure
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25 Years of “Best Ideas” Selection Across the Capital Structure

How a flexible approach across global equity and fixed income markets has helped to deliver attractive returns for Loomis Sayles Global Allocation Fund.

  • July 29, 2021
Outlook for Tax Increases Remains Unclear Outlook for Tax Increases Remains Unclear

It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.

Semi-Transparent ETFs: First Year Check-Up Semi-Transparent ETFs: First Year Check-Up

It has now been over a year since the first semi-transparent exchange-traded fund (ETF) listed for trading in the United States. Now that these products have built up a performance and trading track record, let’s check in on how they’re performing.

EQOP – Another First for Natixis EQOP – Another First for Natixis

EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.

CE Credit: Deep Dive into Model Portfolio Construction
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CE Credit: Deep Dive into Model Portfolio Construction

Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.

David Herro on Active Management’s Value to Investors
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David Herro on Active Management’s Value to Investors

An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.

Bottoms Up: Finding Sustainable Growth in a Global Value Chain
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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

  • June 17, 2021
Using Option Strategies to Help Manage Portfolio Volatility
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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • June 3, 2021
Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations

Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.

Vaughan Nelson Select: Why, How, What
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Vaughan Nelson Select: Why, How, What

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

Three Questions for Short Duration Income ETF – LSST Three Questions for Short Duration Income ETF – LSST

Implications of rising interest rates, growing valuations and liquidity on portfolio positioning are answered by EJ Tateosian, CFA.®

  • May 10, 2021
A Client-Centric View of Managed Models A Client-Centric View of Managed Models

Ways clients benefit from managed models, and how best to communicate to clients why you made the shift, are outlined by Gregory V. Kanarian, CFA®.

Pricing ETFs: How Premium/Discount is Calculated Pricing ETFs: How Premium/Discount is Calculated

When considering ETFs, know how premium/discount is calculated — and look at other factors

A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
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A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles

Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.

Investing in Emerging Markets with WCM Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • April 13, 2021
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Yield Curve Control: An Experiment in Real Time Yield Curve Control: An Experiment in Real Time

Loomis Sayles fixed income specialists on how yield curve control (YCC) policies compare to quantitative easing (QE) – and what it could mean for investors.

  • April 8, 2021
Demystifying TIPS: Potential Advantages of Inflation-Protected Securities Demystifying TIPS: Potential Advantages of Inflation-Protected Securities

Amid pandemic-related stimulus relief and vaccination progress, investors may want to consider how to prepare for increased inflation risk.

Solving Puzzles During the Golden Age of Learning Solving Puzzles During the Golden Age of Learning

US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.

  • March 31, 2021
From the Consultant’s Desk: 10 Trends in 2020
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From the Consultant’s Desk: 10 Trends in 2020

From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

The Texas Energy Crisis and Fixed Income: Measuring Risk and Opportunity The Texas Energy Crisis and Fixed Income: Measuring Risk and Opportunity

Deregulated power companies in the state of Texas will incur short-term financial pain in light of the recent power crisis, but the news is not all bad.

  • March 8, 2021
5 Investment Trends in US Advisor Portfolios – Spring 2021 5 Investment Trends in US Advisor Portfolios – Spring 2021

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

Five Institutional Investment Trends to Watch Five Institutional Investment Trends to Watch

Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

When It Comes to Short Duration Fixed Income, What Should Investors Watch For?
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When It Comes to Short Duration Fixed Income, What Should Investors Watch For?

Natixis Head of Business Development Nick Elward speaks with the NYSE about what sets the LSST short-duration ETF strategy apart from the competition.

  • February 26, 2021
3 Reasons to Consider Short-Term Bond ETFs in the Current Interest Rate Environment 3 Reasons to Consider Short-Term Bond ETFs in the Current Interest Rate Environment

Short-term bonds may be an option for investors looking to navigate a challenging fixed income market – here are three reasons why

Carry Trade on Student Loans? Carry Trade on Student Loans?

The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.

Evaluating ETF Costs: How to Calculate Secondary Market Spread Evaluating ETF Costs: How to Calculate Secondary Market Spread

Transaction costs for exchange-traded funds include the spread. Here’s how this figure is defined and calculated.

Investment Idea for Student Debt Investment Idea for Student Debt

Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.

Corporate Culture and the Pandemic: Challenges Can Create Opportunity Corporate Culture and the Pandemic: Challenges Can Create Opportunity

PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.

  • February 18, 2021
Fixed Income ETFs: Unique Premium/Discounts Explained Fixed Income ETFs: Unique Premium/Discounts Explained

Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.

The Role of ETF Strategists: What They Do and How They Can Help The Role of ETF Strategists: What They Do and How They Can Help

A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.

Four Post-Pandemic Guidelines for Short-Term Bond Investors Four Post-Pandemic Guidelines for Short-Term Bond Investors

In the fixed income space, the early market effects of the Covid-19 crisis can serve as reminders of the importance of risk management.

Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill
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Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill

Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.

  • January 29, 2021
Concentrated Investing: The Wave of the Future? Concentrated Investing: The Wave of the Future?

Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.

From the Consultant’s Desk: The Year of the Barbell Portfolio
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From the Consultant’s Desk: The Year of the Barbell Portfolio

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.

In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team

Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.

Mid-Cap Stocks: A Sweet Spot for Investors? Mid-Cap Stocks: A Sweet Spot for Investors?

With growth opportunities harder to find in the pandemic economy, investors may want to consider the potential advantages of the mid-cap space.

Credit Check: The Full Discretion Approach to Credit Selection Credit Check: The Full Discretion Approach to Credit Selection

Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.

Institutional Investment Trends During the Covid Market
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Institutional Investment Trends During the Covid Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Investment Managers Solutions consultants.

Asset Allocation Trends During the COVID Market
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Asset Allocation Trends During the COVID Market

Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.

Direct Indexing Solutions for Tax-Efficient Diversification
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Direct Indexing Solutions for Tax-Efficient Diversification

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

Generate Better After-Tax Returns with Direct Indexing
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Generate Better After-Tax Returns with Direct Indexing

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

Tax-Efficient Portfolio Transitions Using Direct Indexing
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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

Create Customized Portfolios Using Direct Indexing
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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.



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