(Natixis Investment Management) Q1 2024 represented a somewhat muted period from a tax loss harvesting perspective. Investors oftentimes have at least some exposure to underperforming names. This harvesting opportunity varies quite a bit based on client-specific events
Trump’s drawn-out campaign to oust Jerome Powell may end up prolonging the Fed chair's tenure at the central bank.
MFS Investment Management—the firm behind the first U.S. open-end mutual fund—has entered the active ETF market with nine strategies spanning equities, fixed income, and municipal bonds. The move isn’t a reinvention. It’s an extension of more than a century of investment discipline into a modern structure. Jamie Harrison, Head of ETF Capital Markets at MFS, breaks down the lineup, the case for blending active and passive, and what’s driving advisor adoption.