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.

Customized Equity Portfolios Invest for Racial Equality

The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • December 30, 2020
The Art – and Science – of Building Better Model Portfolios

As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.

  • November 30, 2020
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.

Watch
Facing Market Challenges with a Diversified Approach

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

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.

Watch
Mirova: More Than 35 Years of Sustainable Investing Expertise

CEO/CIO Jens Peers discusses the growing interest in ESG investing and Mirova’s long history and experience with sustainable strategies.

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.

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.

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.

Watch
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.