Elections in France, Germany, and Italy in 2017 could decide the fate of the eurozone.
Two Trump policy initiatives, tax reform and infrastructure investment, pose opportunities and challenges for U.S. muni market.
Ways to navigate a transitioning yield landscape and where to look for income in a rising-rate environment.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.
Why more corporations and governments are going green, areas of expansion, and what exactly makes a green bond green.
Discussing the potential advantages of taxable retirement accounts for retirees.
Understanding the risk, benefits, and potential tax implications of municipal bonds.
Understanding current market conditions and what might be expected in the near term.
Five characteristics well-run actively managed funds offer retirement plan participants
Addressing participant concerns with opportunities for risk management and enhanced diversification
Establishing key risk and return metrics to help plan sponsors keep up with retirement industry trends
Deeper insights into the drivers of investment results to help guide better decision making.
Index-based managed accounts can provide the potential for active, individualized tax management.
Index-based separate accounts can provide clients customization and tax control.
4 key trends shaping the future of retirement security: access, incentives, engagement and economics.
Why individual investors are seeking professional help in meeting financial goals while dealing with complex markets.
MIT's Andrew Lo says applying big data to behavioral finance can open the door to truly personalized index solutions.
Advisors who offer distinctive, individualized strategies may be better positioned to succeed
Discover the difference that active tax management can make in taxable investment accounts.
Learn about loss harvesting in index-based separate accounts.
From European elections to Brexit implementation, a discussion of geopolitical considerations that may impact the markets in 2017.
David Herro of Harris Associates discusses some of the positive trends developing across global economies.
David Herro of Harris Associates makes the case for focusing on fundamentals, regardless of the market environment.