From seeking to manage risk to uncovering opportunities, ESG (environmental, social, and governance) can be a powerful investment analysis tool for investors.
How a flexible approach across global equity and fixed income markets has helped to deliver attractive returns for Loomis Sayles Global Allocation Fund.
EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.
An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.
CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
ESG data, standards and labels are unlikely to drive the change we seek until we first agree on the appropriate change mechanisms.
Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.
US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.
The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.
Well-known for deep proprietary research, Loomis Sayles believes that ESG considerations are an inextricable part of investment analysis.
Mirova CEO explains why companies with sustainable solutions to massive global challenges will likely be the industry leaders of tomorrow.
Mirova portfolio manager points out that as human activity threatens the planet, innovative green solutions are driving the transition to carbon neutrality.
Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.
Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.
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.
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.
Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge
The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.
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 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.