Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.
Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.
The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?
Where should investors be turning to as they look to diversify their portfolios? It’s a bold question but consider the growing demand for everything ESG over the last 12 months.
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
Ostrum Asset Management experts’ economic and market analysis.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?
Carmine De Franco, Head of Fundamental Research at Ossiam, explains why the Cyclically Adjusted Price Earnings Ratio (CAPE) is still a powerful tool for investors.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Dorval AM's monthly analysis on macro and micro-economics, valuations and market dynamics.
A multi-affiliate model of active management with a full spectrum of alternative investments to clients, including both liquid and illiquid strategies.
Jean-Jacques Duhot, of Arctic Blue Capital, an affiliate of H2O Asset Management, reveals why he believes systematic equity is effective at generating positive returns from market trends.
More than ever, 2019 is a year to invest in and for a more sustainable economy.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
Hollie Briggs, product manager and member of the Growth Equity Strategies Team, headed up by Aziz Hamzaogullari, discusses their ‘deep-dive’ research process, plus what differentiates them from the pack when picking stocks, and why the team has held certain stocks for so long.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.