2021 ETF Outlook: 3 Emerging Trends

Gauging the potential market effects of the post-pandemic economy on the exchange-traded funds universe.

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Year-End Update: Analyzing Recent Headlines

Portfolio Manager Jack Janasiewicz on post-US election market dynamics, including Covid-19 vaccine implications and near-term risks and opportunities.

2021 Institutional Outlook

Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.

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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.

Election 2020: Record Turnout, Razor-Thin Results, What Now?

A look at early Election 2020 results and what they could mean for policy and politics over the near term.

November Outlook: Market Conditions After the Vote

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

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Emotion and the 2020 Election

Systematic trading strategies can’t predict election outcomes, but short-term market trends can offer insights and opportunities for investment.

For Disaster Preparedness, Consider Crisis Alpha

Why it’s fitting that the AlphaSimplex Managed Futures Strategy Fund is marking its tenth anniversary in 2020.

Fall Season: How Concerned Should Investors Be About Volatility?

PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.

2020 Global Retirement Index

The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.

Reflections on Ten Years in Trend Following

AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.

September Outlook: Data Continues to Point to a Measured Recovery

While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.

Year-End Outlook: Tracking the Post-COVID-19 Economy

As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.

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Assessing Increasing COVID-19 Case Counts and Markets

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

COVID-19 in Context: How Does the Pandemic Compare to Past Market Crises?

A look at how trend-following strategies worked to anticipate and contend with the pandemic crisis of early 2020 as compared to previous crisis events.

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.

Risk Management and the Role of Volatility

Even when investors believe they have diversification, they may not. Taking top-level approaches to volatility can help manage risk.

Hazy Conditions: US-China Relations and Emerging Markets

A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.

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Bloomberg Podcast: Harvesting Crisis Alpha

Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.

Rebalancing Portfolios in Volatile Markets

See why monitoring portfolio allocations for drift, and rebalancing as necessary, has the potential to generate meaningful benefits for clients.

Diversification Matters: Achieving Better Balance

Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.

  • May 8, 2020
Moving Ahead: ETF Specialists Reflect on COVID-19 Markets

A look at how some exchange traded fund professionals are analyzing and managing COVID-19 market turbulence and volatility risk.

Understanding ETF Trading in COVID-19 Markets

Insights into how ETF trading volumes and pricing have been affected by COVID-19 market volatility.

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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.

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Fixed Income Market Insight: Loomis Sayles Multisector Team

Volatility, liquidity and security selection during COVID-19 is analyzed by Elaine Stokes, co-head of Loomis Sayles Multisector, Full Discretion Team.

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Low Volatility Equity – It’s Not Too Late

Chief Market Strategist discusses the benefits of Gateway’s index options-based strategy in today’s uncertain markets.

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Pursuing Opportunities Across Global Markets Amidst a Crisis

Macro backdrop in light of COVID-19, taking advantage of dislocations in EM debt markets, and new opportunities in FinTech are examined by PMs on Loomis Sayles Global Allocation Team.

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COVID-19 and Markets: The Federal Stimulus, Risks, Opportunities, and the Road Ahead

Chris Wallis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the COVID-19 market turbulence and how they are thinking about the near and long-term investment landscape.

Into the Unknown: Gauging the Depth of the COVID-19 Recession

A look at whether investors can expect a short or prolonged market downturn as a result of the COVID-19 pandemic.

Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • March 27, 2020
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Coronavirus & Loan Market Update: Loomis, Sayles & Company

COVID-19 implications for bank loans is discussed by John Bell, Portfolio Manager, Loomis Sayles Senior Floating Rate and Fixed Income Fund.

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Fixed Income Market Update: Pandemic Pattern to Policy Response

Co-heads of Loomis, Sayles & Company’s Multisector Full Discretion Team explain the coronavirus pandemic pattern and the global policy response needed for markets and economies to recover.

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March 2020: Vaughan Nelson OPEC & Liquidity

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent market corrections, coronavirus, and additional factors.

What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

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March 2020: Fed Rate Cuts & COVID-19 Market Volatility

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the market reaction of COVID-19 and the Russia-Saudi oil price war.

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March 2020: COVID-19 and Global Market Views

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.

COVID-19: Perspectives from a Long-Term Value Investor

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Coronavirus and Global Markets: What Investors Should Know

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact

A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.

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Six Simple Reasons Why Yesterday’s Volatile Markets Are a Wake-Up Call for Investors Today

The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • May 28, 2019
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Low Volatility Equity Investing: The Gateway Strategy

With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.