Markets View More
Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.
Portfolio Construction View More
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
Harris Associates’ Client Portfolio Manager, Daniel Nicholas discusses investing in European businesses, volatility and stock prices, and how their high conviction approach has helped them to capitalise on some stock decisions in their portfolios.
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.
Research View More
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Natixis experts discuss the results of the 2018 Global Retirement Index – and key threats impacting global retirement security.
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.