Portfolio Construction

Simon Aninat, portfolio manager and Volatility specialist, presents Seeyond’s vision on this unique asset class.

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.

Millennial investors, more than any other demographic, may be best positioned to benefit from at least some value exposure.

With 10 years of investing under his belt, Seeyond’s Nicolas Just looks at what the future holds for this investment approach.

A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

Are we moving towards a cashless society? Since the beginning of the health crisis, merchants have actually quite often refused our bank notes and coins.

Navigating bond markets in not easy. With Loomis Sayles, investors gain access to renowned research and portfolio management capabilities.

Many ‘quant’ approaches are looking for advanced techniques and data to generate additional investment performance, but only a select few will succeed.

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.

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality

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.

Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, talks with Natixis’s Esty Dwek about managing volatility today.

Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.

See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.

Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.

Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth

Nicolas Just, Deputy CEO and CIO at Seeyond, explains why ‘low-vol’ equity strategies, can outperform the market and what it can bring to investors.

After 2019, the year of Central Banks, comes 2020, the year of … Profits? Investors would certainly dream of it, but nothing is for certain.

Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.

On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.

In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?

Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.

What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.