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.

LSST Celebrates 3 Years with High Marks LSST Celebrates 3 Years with High Marks

The Natixis Loomis Sayles Short Duration Fixed Income ETF takes a risk-focused approach to bond opportunities.

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
Watch
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
Listen
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.

Facing Market Challenges with a Diversified Approach
Watch
Facing Market Challenges with a Diversified Approach

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

Looking to Use Volatility as Opportunity
Watch
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.

CE Credit: Deep Dive Into Model Portfolio Construction
Watch
CE Credit: Deep Dive Into Model Portfolio Construction

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

Where Are the Bankruptcies? Where Are the Bankruptcies?

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

Institutional Investment Trends During the COVID Market
Watch
Institutional Investment Trends During the COVID Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.

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

Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.

How to Evaluate Different Types of ETFs: Passive, Smart Beta, and Active How to Evaluate Different Types of ETFs: Passive, Smart Beta, and Active

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

The Economy Is Not the Stock Market – by the Numbers The Economy Is Not the Stock Market – by the Numbers

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

COVID-19 in Context: How Does the Pandemic Compare to Past Market Crises? COVID-19 in Context: How Does the Pandemic Compare to Past Market Crises?

A look at how trend-following strategies worked to anticipate and contend with the pandemic crisis of early 2020 as compared to previous crisis events.

Equity Diversification for the Next Selloff
Listen
Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

Getting the Big Picture: Multi-Asset Credit Investing Getting the Big Picture: Multi-Asset Credit Investing

Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.

  • June 16, 2020
Risk Management and the Role of Volatility Risk Management and the Role of Volatility

Even when investors believe they have diversification, they may not. Taking top-level approaches to volatility can help manage risk.

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 the firm’s tactical model portfolios.

  • June 11, 2020
Participation and Protection: Youth Sports and Asset Allocation Participation and Protection: Youth Sports and Asset Allocation

AlphaSimplex Client Portfolio Manager Peter Martin likens his approach to investment portfolios to his experience coaching youth sports.

  • June 1, 2020
Rebalancing Portfolios in Volatile Markets Rebalancing Portfolios in Volatile Markets

See why monitoring portfolio allocations for drift, and rebalancing as necessary, has the potential to generate meaningful benefits for clients.

Reactivate Your Equity Portfolio
Listen
Reactivate Your Equity Portfolio

Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.

Portfolio Defense: Value, Growth, or Neither? Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Diversification Matters: Achieving Better Balance Diversification Matters: Achieving Better Balance

Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.

  • May 8, 2020
Moving Ahead: ETF Specialists Reflect on COVID-19 Markets Moving Ahead: ETF Specialists Reflect on COVID-19 Markets

A look at how some exchange traded fund professionals are analyzing and managing COVID-19 market turbulence and volatility risk.

Understanding ETF Trading in COVID-19 Markets Understanding ETF Trading in COVID-19 Markets

Insights into how ETF trading volumes and pricing have been affected by COVID-19 market volatility.

Bond Basics: How Interest Rates Affect Bond Yields Bond Basics: How Interest Rates Affect Bond Yields

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

  • May 1, 2020
Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020 Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020

See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.

Direct Indexing Solutions for Tax-Efficient Diversification
Watch
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
Watch
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.

Three Reasons to Stay Invested in Volatile Times Three Reasons to Stay Invested in Volatile Times

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

  • March 27, 2020
Tax-Efficient Portfolio Transitions Using Direct Indexing
Watch
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.

Finding Risk-Managed Opportunities in Short-Duration Fixed Income Finding Risk-Managed Opportunities in Short-Duration Fixed Income

Short-duration fixed income ETFs have the potential to deliver portfolios risk-managed alpha in down markets.

Using Analytics to Help Advisors Build Better Portfolios
Watch
Using Analytics to Help Advisors Build Better Portfolios

Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.

Are You Maximizing Your After-Tax Wealth? Are You Maximizing Your After-Tax Wealth?

Insight on tax-efficient beta and portfolio construction from a pioneer in index-based, separate account solutions.

Using Option Strategies to Help Manage Portfolio Volatility
Watch
Using Option Strategies to Help Manage Portfolio Volatility

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

  • May 28, 2019
Low Volatility Equity Investing: The Gateway Strategy
Watch
Low Volatility Equity Investing: The Gateway Strategy

With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.

Measuring Active Management with Active Share
Watch
Measuring Active Management with Active Share

Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.

  • June 28, 2018


1616208.4.1