Active Management
Equity Strategy Chooses Companies Investing for the Future
Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.
What’s Next for Europe’s Natural Gas Dilemma and Economy?
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
Value Investing Insight with Oakmark Fund Portfolio Managers
Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.
Value Investing in an Evolving World
Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.
Outlook & Opportunities: Global Equities
Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.
Outlook: ETF Trends to Watch for in the Second Half of 2023
Bonds vs. equities, active vs. passive, and options-related ETF activity… what ETF investment activity we expect to see for the rest of 2023.
Attractive Entry Point for International Equity Investing
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
How to Evaluate ETFs
From a pure passive to fully active approach, investors may evaluate their ETF choices on various factors. Our ETF experts offer a quick primer.
Active ETFs Shine During Volatile Market Cycles
Active ETF managers may offer added return potential in volatile markets via their ability to invest opportunistically while managing risk.
Why Active ETFs Matter During Volatile Times
NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.
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.
Four Insights on the Pandemic Market and Investor Behavior
Results from our Global Survey of Financial Professionals, conducted in the midst of the pandemic, show that volatility and recession are top concerns and reveal insight into investor behavior in uncertain markets.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Investor Sentiment 10 Years After the Global Financial Crisis
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
Institutional Investor Survey: Preparing for a Market Shift
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
Winning Trust: Individual Investor Survey
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.