Institutional Brochure
Global Strategies Mapping 
Specialized Investment Managers, Diverse Investment ExpertiseEquities
5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried
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%.
Leave Mother Nature Alone
On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.
Loomis Sayles Investment Outlook Q2 2019
Most asset classes have earned strong total returns year to date and could continue to rally through year-end.
Loomis Sayles - Growth Equity Alpha Thesis 2019
Continuing to seek risk-adjusted excess returns.
Crisis or Correction?
Managing expectations for managed futures and crisis alpha.
Investment Outlook Q1 2019
The outlook for fixed income and equity market performance looks favorable. That said, risk asset valuations currently reflect a fairly benign macroeconomic environment.
Machine Learning meets ESG
How computing power can extract alpha from complex ESG data
A Look at Trend Following Strategies, Past and Present
Going into 2019, trend following strategies are positioned for potential change.
Five Myths About U.S. Large Caps
The case for investing in U.S. large-cap stocks is encountering scepticism.
The Disrupted, the Disruptors and the Supercharged
A wave of extreme digitisation is disrupting companies’ business models.
2018 Global Retirement Index
An in-depth assessment of retirement in the world.
Low vol Equity: There's Another Way
"Put-write" strategies have nearly kept pace with U.S. equities, but with fewer drawdowns
Emerging Equities
Ostrum AM focuses on stockpicking and avoids market "noise".
Loomis Sayles - Growth Equity Alpha Thesis 2018
Seeking risk-adjusted excess returns
Indices in Hot Water
The carbon footprint of the major equity indices exceeds the +2°C objective of the Paris Climate Agreement (COP 21).
Equity: The End-game Gets Closer
Overlay and Minimum Variance, two strategies to hedge its equity portfolio against volatility.
2016 Global Survey of Institutional Investors
Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey.
Passive is Good for Active
Passive investing may not be all that bad for active management.
Solving the Insurance Equation
Insurers need innovative investment strategies in response to regulation and low yields.
Active Share
How passive is your active manager?
Why Indexes Need to Enter the 21st Century
Q&A with Dr. Andrew Lo.
Mid Caps are the New Small Caps
Vaughan Nelson insight.
The Real Impact of Carbon on Portfolios
Improved assessment of carbon impact could spur ESG investment and drive innovation.
Institutional Investors and the Technological Tidal Wave
With the rise of artificial intelligence, nanotechnologies and genomics, we are at the dawn of a period of intense technological progress in life sciences.
Diversified Growth Funds
Seeking to respond to rapid shifts in markets while reducing risk.
How to Assess How Active a Portfolio Is?
Not all high active share managers are created equal.
Active vs Passive: A False Argument
Neither active, nor passive, factor investing equity strategy is an alternative to conventional stock-picking strategies.