Portfolio Construction

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

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

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

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.

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

Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.

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

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

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

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

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

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

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

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

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.

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.

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

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

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

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

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

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

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

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

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

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

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.

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.

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

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

Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge

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

Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?

Uncovering the potential for manager risk in smart beta indexing approaches.

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

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

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

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

Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.