Portfolio Construction

Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?

Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.

The BENCKMARK Fund of the Year Awards 2022 shows recognition to our expertise and innovative thematic strategies built for the future.

Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?

There’s plenty of debate about whether ‘the metaverse’ is the next version of the internet. But what is it? And where are the opportunities for investors?

One way that artificial intelligence promises to revolutionize the world is by changing the workplace. But what will work really look like in the future?

Our world has changed drastically as a result of technology and globalisation. So, too, must our mindsets as investors.

Younger investors aren’t just environmentally aware and digitally savvy, they’re also subscribing to experiences that benefit their long-term wellbeing.

‘Forever chemicals’ in our water-supply can be hazardous to our health. Thankfully, both the public and private sector are tapping into the solutions.

Governments grappling with heightened volatility, insecurity and complexity are having to do more to protect populations and their wealth.

There’s no diluting the importance of water for a sustainable world. Investing in water is vital for tackling climate change and biodiversity loss.

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

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

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

Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.