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.
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.
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.