Active Management

Decreased volatility, return potential, and bonds in the 60/40 portfolio are analyzed by Harris Associates’ managers.

AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

Gateway Investment Advisers CEO Mike Buckius discusses the Natixis Gateway Quality Income ETF (ticker GQI) on the floor of the New York Stock Exchange.

With growing investor interest in ETFs, our experts offer a quick primer on evaluating investment liquidity.

Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

As we close 2023 and its rate hikes, inflation, and geopolitical strife, we consider trends for the 2024 ETF landscape.

Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

Learn about this high quality equity ETF that uses an option overlay strategy to deliver a robust monthly distribution.

Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.

A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.

How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.

Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.

Head of Loomis Sayles’ Growth Equity Strategies explains why staying focused on a company’s long-term outlook is essential during market volatility.

The behind-the-scenes workings of the primary market explain some unique advantages that ETFs can provide for investors.

Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.

Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.

Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.

Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.

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.

Bonds vs. equities, active vs. passive, and options-related ETF activity… what ETF investment activity we expect to see for the rest of 2023.

From a pure passive to fully active approach, investors may evaluate their ETF choices on various factors. Our ETF experts offer a quick primer.

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.

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

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.

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.

Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.