Equities

Core ESG equity portfolios can outperform both ESG benchmarks and financial indices.

Chances of success are higher for sector specialist funds with low leverage and enhanced operational skills.

Downside protection really paid off in 2020. But it’s not as simple as buying the VIX.

Ostrum Asset Management expert’s economic and market analysis.

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.

Are we at the dawn of a cyclical change?

If neither the structure of life insurers’ assets changes, nor the level of long-term interest rates, the attractiveness of life insurance for savers may rapidly diminish.

Taking human judgement out of equity portfolios can help investors stay ahead of market reversals.

Jens Peers explains how divestment from conventional resources and business models, must also be accompanied with strategies for investment into sustainable solutions for the future.

The purpose of this paper is to highlight the growing threat of natural disasters to human safety and explore how technological innovation and adaptation are enabling an effective response.

In 1983, the S&P 500® hit an all-time high of 166. Anyone who said then “I’m too smart to buy into the market near an all-time high – I’ll wait for it to fall 10%” – is still waiting. It never fell 10%.

As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.

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

Continuing to seek risk-adjusted excess returns.

Managing expectations for managed futures and crisis alpha.

How computing power can extract alpha from complex ESG data

Going into 2019, trend following strategies are positioned for potential change.

The case for investing in U.S. large-cap stocks is encountering scepticism.

A wave of extreme digitisation is disrupting companies’ business models.

An in-depth assessment of retirement in the world.

"Put-write" strategies have nearly kept pace with U.S. equities, but with fewer drawdowns

Ostrum AM focuses on stockpicking and avoids market "noise".

The carbon footprint of the major equity indices exceeds the +2°C objective of the Paris Climate Agreement (COP 21).

Overlay and Minimum Variance, two strategies to hedge its equity portfolio against volatility.

Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey.

Passive investing may not be all that bad for active management.

Insurers need innovative investment strategies in response to regulation and low yields.

How passive is your active manager?

Q&A with Dr. Andrew Lo.

Vaughan Nelson insight.

Improved assessment of carbon impact could spur ESG investment and drive innovation.

With the rise of artificial intelligence, nanotechnologies and genomics, we are at the dawn of a period of intense technological progress in life sciences.

Seeking to respond to rapid shifts in markets while reducing risk.

Not all high active share managers are created equal.

Neither active, nor passive, factor investing equity strategy is an alternative to conventional stock-picking strategies.