Equities
A Tale of Two Halves
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.
Bridging the Cybersecurity Gap for Critical Infrastructure
Our connected world means it is now possible for unwanted actors to infiltrate power stations, electricity grids and maybe even democratic elections.
Where's the Value in This Phase of the Recovery?
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
This Time It’s Not the Same
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
7 International Investing Insights from David Herro
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Thematics Insights: The ESG of Dating Industry
In this modern day of digital love and human relationship, are dating apps deserving of more recognition for their role in facilitating if not fulfilling evolutionary and social needs of humans?
- July 28, 2021
Peak Everything?
Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
Thematics AM Launches its First Report on Climate Strategy and Performance
As an asset management organisation with a pure thematic focus on the global listed equity markets, Thematics AM is committed to supporting efforts to mitigate against the effects of climate change.
- July 20, 2021
2021 Halftime Report: What’s Ahead for Markets
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
Brace Yourself for New Opportunities in Safety
Sam Richmond-Brown, Client Portfolio Manager at Thematics Asset Management, provides insights on the trends that are shaping the Safety investment theme.
- June 29, 2021
Equities: Is the Value Rotation Over…Or is the Best Yet to Come?
Tony Coniaris talks to Natixis about value and whether he thinks it is here to stay.
- June 29, 2021
- Natixis Investment Institute
David Herro on Active Management’s Value to Investors
An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Thematics Spotlight: Subscriptions to Weather All Storms?
Thematics Subscription Economy strategy embodies a well diversified, lowly cyclical portfolio that invests in the winners of tomorrow.
- June 17, 2021
Peak Growth, the End of US Exceptionalism, and More
Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.
Emerging Markets: Old Myths and New Realities
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Roaring 20s or Economic Slowdown Ahead?
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Vaughan Nelson Select: Why, How, What
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
Mega Trends: What Themes will Define the Decade?
As the global economy undergoes its biggest changes in a generation, we unpack the themes underpinning the next decade of growth.
- April 23, 2021
- Julien Dauchez
A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.
- April 20, 2021
- Aziz V. Hamzaogullari
Value Investing and the “New Normal”: What’s Changed?
For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.
Global Equities: Making Sense Of A Market In Turmoil
Hollie Briggs, vice president and director of product management at Loomis, Sayles & Company, sat down with Citywire to discuss how the team at Loomis prepare for, and work through, the different eventualities that the global equity markets can bring.
- April 16, 2021
Investing in Emerging Markets with WCM
To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.
- April 13, 2021
Equity Insight: Identifying Value in International Small Caps
Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG
Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
Solving Puzzles During the Golden Age of Learning
US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.
Post-crisis International Value Investing: A World of Opportunity
Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.
The Biden Stimulus Bill: What’s in It – and How Might It Affect Markets?
As the Covid-19 vaccination rollout continues, the latest round of federal fiscal aid focuses on maintaining consumer spending and mitigating unemployment.
Yields Take Off: How Might Markets React?
While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.
Dorval’s Macro Corner : Confidence in the Recovery Shifts Attention Towards Risks of Excesses
As the world economy has already reached its pre-crisis level, an almost complete catch-up of the lost ground in terms of growth becomes more plausible.
- March 2, 2021
- François-Xavier Chauchat
Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape
A look at the improving Covid-19 outlook in the US and how risk appetite is likely to remain a key market variable in the near term.
What, How, Why: Understanding the GameStop Frenzy
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
Corporate Culture and the Pandemic: Challenges Can Create Opportunity
PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.
Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill
Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.
- February 17, 2021
Post-Pandemic Markets: Why Reflation May Not Equal Inflation
Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
Wolves of Wall Street : Seeyond’s take on The GameStop Saga
Simon Aninat, portfolio manager and Volatility specialist, provides insights on the GameStop drama.
- February 9, 2021
- Simon Aninat
It’s All Fun and GameStop, Until Someone Loses an Eye
PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.
Connecting 5G Hype with ESG Reality
Louise Schreiber, SRI Analyst at Mirova, looks at the investment potential of 5G today and assesses its future uses and limitations in the context of ESG.
- January 18, 2021
Vaughan Nelson: Global SMid Cap Equity Strategy
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
- January 14, 2021
After the Catch-up: On Investors, Markets, and a Return to Normal in 2021
A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.
Will the Planets Finally Align to Foster a Green Transition? - Mirova Macro Newsletter #5
Measure, Engage and Understand markets with this quarter's Mirova Newsletter “Creating Sustainable Value".
- December 1, 2020
The SRI Letter From DNCA: What If We Were There?
Discover the editorial of Lea Dunand-Chatellet, manager and director of SRI at DNCA.
- November 17, 2020
Why Millennials Should Own Value Stocks
Millennial investors, more than any other demographic, may be best positioned to benefit from at least some value exposure.
- November 12, 2020
8 Keys to Understand SRI
What is ESG? What are the different types of SRI strategies? Can financial and extra-financial performance be reconciled? Discover DNCA's 8 keys to understanding responsible investment today.
- November 10, 2020
Pushing for a Green Recovery
Suzanne Senellart, portfolio manager at Mirova, identifies two European companies positioned to encourage the sustainable revolution in Europe.
- November 10, 2020
Finding Value Opportunities in the Pandemic Economy
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
- October 21, 2020
- David G. Herro
Is the Market’s Health Contingent on Additional Federal Aid?
A look at US savings levels and why the market is unlikely to roll over anytime soon.
Thematics Manager’s View: What has COVID-19 Meant for Water Investments?
Discover why this crisis has been different and why Thematics AM experts expect the sector’s proven, long-term resilience to shine through.
- May 28, 2020
Loomis Sayles: An update on portfolio changes in the growth equity strategies
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.
- May 28, 2020
Safety: Everywhere, All The Time
Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.
- May 12, 2020
Q&A with Jens Peers, Mirova – Serious About Sustainability
Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.
- April 30, 2020
Intelligence Inside
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
- March 25, 2020
- Karen Kharmandarian
Safety in Numbers
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
- March 24, 2020
Taking Responsible Investment from Talk to Action
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
Risk Variation in Trend-Following Systems
This paper reviews how risk exposures are determined in trend-following systems to provide some clarity into these options.
- March 4, 2020
WCM Sees Growing Opportunity in Emerging Markets
Portfolio managers Greg Ise and Mike Trigg of WCM Investment Management, talk about their distinctive approach to the emerging markets equity space.
- February 18, 2020
Utility Companies Face Challenges in an Evolving Energy Landscape
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.
Value Investing – Is It Different This Time?
A value investor usually requires a substantial price discount at the company’s intrinsic value. But the latter exceeds the mere accounting value of its tangible assets.
- February 10, 2020
Are We at the Dawn of a Return of the Value Equities?
After 12 years of a "growth" cycle, should we expect a cyclical change in favour of "value" equities in the medium term? DNCA's experts give us their analysis.
- January 8, 2020
Q&A with Daniel Nicholas, Harris Associates – Value investing, a long-term view
Daniel Nicholas, client portfolio manager, discusses value strategies, passive investing, and how value strategies can work alongside more alternative products.
- January 7, 2020
Data Privacy Regulation in the US
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
Be Selective, Diversify
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
- November 9, 2019
- Stephanie Bigou
Between Stocks and Bonds: Higher yield and lower risk?
We believe a minimum volatility-based allocation of high-dividend paying stocks could be a promising solution for investors looking for income generating investments and lower risk.
- October 2, 2019
Seeyond’s High Dividend Minimum Volatility: What does it bring to the table?
What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?
- July 10, 2019