(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
Ray Dalio sees a pattern that shows China killing America’s economy. This 2,000-year chart explains why
Beginning with the Q1 2026 Select List and applied on a go-forward basis, SMArtX has implemented enhancements designed to recognize a broader range of top-performing strategies while maintaining the integrity and scale of the list. The firm-level assets under management (AUM) threshold has been adjusted from $500 million to $250 million, expanding eligibility to include a wider range of managers.