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Latest insights
Equities
Big tech concentration may not be as risky as investors think
Investors worried about the concentration of US markets should dig a bit deeper says Loomis Sayles’ Hollie Briggs.
Equities
What do investors get wrong about competitive advantages? They aren’t static.
Mike Tian and Daniel Wiechert from WCM discuss why economic moats aren’t enough, it’s their trajectory that matters.
Fixed income
Keeping up with the old normal
We asked DNCA, Loomis Sayles, and Ostrum AM for their views on how investors should be thinking about fixed income.