Active Management

Increasing yields, widening spreads, limited interest rate risk, and the flexibility of active management – could point to compelling bond opportunities.

Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 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.

Active ETF managers may offer added return potential in volatile markets via their ability to invest opportunistically while managing risk.

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

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.

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

At midyear Natixis’ ETF experts discuss investor trends for the rest of 2022 regarding active vs. passive, value vs. growth, and short- vs. long-term ETFs.

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

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

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

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.