Do Smaller Asset ETFs Offer a Performance Advantage?

We look at whether nimbler, smaller-asset ETFs take more risks and beat their benchmarks more often versus larger asset ETFs.

April 3, 2024 Nicholas J. Elward
Credit Market Outlook: Solid Fundamentals and FOMO

Yield, dispersion, and fear of missing out in investment grade bonds is highlighted by Loomis Sayles’ Brian Kennedy.

April 1, 2024 Brian P. Kennedy
Portfolio Construction Fundamentals

Model portfolio manager offers insights on asset allocation, portfolio structure, strategy selection and performance and risk monitoring.

March 27, 2024 Brian Kmetz Financial Professional content – requires login
Does the 60/40 portfolio still work?

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

March 7, 2024 William C. Nygren
What’s It Take to Be an AI Winner?

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

February 22, 2024 Aziz V. Hamzaogullari
GQI – Natixis Gateway Quality Income ETF – on NYSE TV

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

February 16, 2024
Clearing Up the Misconception: ETF Trade Volume vs. Liquidity

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

February 1, 2024 Tyler A. Williams
Backdrop for Bond Investing Brighter in 2024

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

January 2, 2024 Peter W. Palfrey
3 Thoughts on 2024 ETF Investing Trends

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

December 27, 2023 Nicholas J. Elward
Going Where the Value Is Greater: International Equities

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

December 21, 2023 David G. Herro
Introducing GQI: Natixis Gateway Quality Income ETF

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

December 13, 2023 Michael T. Buckius
Observations & Ideas for a Higher Yield World

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

December 5, 2023 Matthew J. Eagan
Growth Trends with a Long Runway

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

November 27, 2023 Aziz V. Hamzaogullari
Value Gap in US Equities Is Widening Again

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.

November 3, 2023 William C. Nygren
Trading Time for Value

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

Triple Discount in International Equities

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

October 24, 2023 David G. Herro
Long Time Horizons Matter for Growth Equity Investing

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

September 29, 2023 Aziz V. Hamzaogullari
A Look Behind the Curtain – ETF Primary Markets

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

September 29, 2023 Tyler A. Williams
Equity Strategy Chooses Companies Investing for the Future

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

September 15, 2023 Jens Peers
What’s Next for Europe’s Natural Gas Dilemma and Economy?

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

September 14, 2023 Matthias Nikaj
Value Investing Insight with Oakmark Fund Portfolio Managers

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

September 11, 2023 Michael A. Nicolas - William C. Nygren
Value Investing in an Evolving World

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

August 28, 2023 William C. Nygren
Outlook & Opportunities: Global Equities

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.

June 20, 2023
Outlook: ETF Trends to Watch for in the Second Half of 2023

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

June 20, 2023 Nicholas J. Elward
How to Evaluate ETFs

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

November 21, 2022 Tyler A. Williams
Why Active ETFs Matter During Volatile Times

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.

September 15, 2022 Dan Hughes
Bottoms Up: Finding Sustainable Growth in a Global Value Chain

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

June 28, 2022
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.

June 14, 2020 Dave Goodsell
2019 Institutional Outlook

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

March 4, 2019
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.

November 16, 2018
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.

February 22, 2018
Winning Trust: Individual Investor Survey

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

September 26, 2017