Time to Prepare Portfolios for Volatility’s Return?

All has been relatively quiet across global markets for some time now. Except for a few short-lived volatility flare-ups, stocks have been climbing higher in many markets. In fact, the U.S. stock market, as measured by the S&P 500®,1 was up more than 15%* for the one-year period ending June 1, 2017, while the STOXX Europe…

Goals-based Investing: A Different Approach to Managing Risk

Most clients view risk as losing assets, market volatility or underperforming the benchmark, but isn’t the more relevant risk whether or not they will reach their goals? Isn’t that what really counts? Perhaps their financial plans should be structured around those goals – and so should client discussions.

Actively Combating Portfolio Volatility

Has the relative stability of market returns in recent years lulled clients into a false sense of security about passive investing? According to institutional investors and wholesale portfolio managers (i.e., those who manage portfolios for certain insurance investment platforms, fund-of-fund solutions and third-party asset management platforms), this could be a significant issue facing individuals when…

Risk Budgeting

This video offers a fresh perspective on the function of risk in evaluating investments and constructing portfolios. From examining the relative long-term stability of risk as compared to that of returns, to establishing a risk budget, to identifying investments that can act as risk reducers or return enhancers, this video provides unique insights with practical…

Advisor Atlas: Republicans and Trump in the New Administration

SUSAN R. OLSON Vice President of Government Relations Natixis Global Asset Management — U.S. Distribution As President Trump and the Republican-controlled Congress take office, they bring the potential to generate dynamic change in many areas of the financial services industry and markets more broadly. These areas include business regulation, tax policy, and trade policy –…