Natixis Investment Managers recently released its 2024 Global Survey of Financial Advisors. In it, advisors worldwide weighed in on what their clients were asking the most questions about.
It takes no stretch of the imagination to argue that uncertainty has been the dominant theme for the global economy lately. Juggling how inflation, interest rates, and elections may affect the markets, it can be difficult for investors to position their portfolios for success. This is doubly true for investors seeking to achieve long-term goals.
According to the survey, 72% of clients wonder if they would be protected from a downturn. Meanwhile, 67% ask what they need to do to stay ahead of inflation. 64% of clients also ask advisors if they are going to meet their goals.
“Advisors have questions of their own,” Natixis adds. “As they look at managing investments, they have to ask themselves not only which asset classes and which investment style will best fit their strategy, but more and more they are having to ask which investment vehicle.”
Go for Growth With LSGR
One vehicle that may be able to set clients up for long-term returns is the Natixis Loomis Sayles Focused Growth ETF (LSGR ). LSGR is an actively managed fund that utilizes a large-cap growth strategy.
Within LSGR’s portfolio contains a carefully selected library of reliable large-cap companies with significant competitive advantages. The fund’s portfolio management team utilizes a disciplined research process to screen assets to buy or sell.
By utilizing a growth-focused approach, LSGR can offer decisive long-term results for investors. The fund’s high-conviction portfolio and active management team can help investors manage a good risk profile as well.
LSGR is already displaying clear evidence of its value as a long-term investment strategy. As of October 15th, 2024, the fund’s net asset value has skyrocketed over 42% over the last twelve months.
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