The Private Investigator of Asset Management

Daniel Nicholas, Client Portfolio Manager at Harris Associates, sat down with Allnews.ch to discuss why pinpointing the true value of a quality stock is like an investigative job.

Value And Growth: Two Sides Of The Same Coin?

Deep understanding of companies and viewing ESG as a key input underpin both investment styles

Energy Transition: Reconciling Environmental and Social Issues in Europe Amidst Turmoil

How the environmental and social issues associated with the energy sector are addressed through Mirova strategies in the context of the latest European plans.

  • June 16, 2022
Biodiversity and Water...Two Sides of a Common Coin

Why does biodiversity matter and what role does water play?

  • May 26, 2022
The Last Free Lunch Is Getting Leaner

Vaughan Nelson examines the diversification benefits offered by broad market index, highlighting the fact that the S&P 500 index’s risk factor diversification has reduced over time due to the market cap concentration.

  • May 4, 2022
Impossible Emissions

We are still placing too much hope in carbon capture technologies and offsetting mechanisms, but it is increasingly urgent to electrify our uses, to decarbonize the electricity produced and more generally, to adopt the innovative and virtuous solutions that are already available.

  • April 25, 2022
The Importance of the Long Term for the ESG-conscious Investor

As a Long-term value investor, Harris Associates takes a thoughtful approach to the interests of both shareholders and stakeholders.

  • April 22, 2022
Loomis Sayles Global Equity Opportunities

A long-term, best ideas approach.

  • March 1, 2022
Inflation & How to Hedge Portfolios

Rightly or wrongly, the investor believes there is a link between inflation and more volatility in equity markets. An investor who is concerned over a rising equity risk in his portfolio may opt for an overlay strategy to reduce it, rather than government bonds.

2022 Sector Outlook

Loomis Sayles’ sector teams are composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market. They all answer three questions that are top-of-mind for many investors.

  • February 16, 2022
Meeting the Consumption Challenges Through Circular Economy

Mirova Europe Environmental Equity strategy’s goals are aligned with the European legislative package "Fit for 55", aiming at reducing greenhouse gas emissions by at least 55% by 2030.

  • February 15, 2022
Green Buildings: A Site From Today for Tomorrow

Rethinking buildings is essential to achieving carbon neutrality. It’s one of the ‘Fit for 55’ objectives and one of the themes of the Mirova Europe Environmental Equity strategy, which invests in companies developing solutions to mitigate the carbon and ecological footprint of the building sector.

  • February 15, 2022
US Equities: Mind the Gap

Bill Nygren from Harris Associates explains why its value investment philosophy and long-term perspective protect its portfolios against any emotion-driven overreaction when prices suddenly go up or down.

Biodiversity: A Key Factor in the Food and Agriculture Sector

Ossiam looks at the extent to which biodiversity could be a key factor in distinguishing between opportunities and risk in this high-stake sector.

  • January 13, 2022
How ESG Engagement Boosts Corporate Sustainability

Investors can create value by engaging with management to drive sustainable business models.

Investment Outlook – January 2022

Discover Loomis Sayles’ latest quarterly outlook.

  • January 5, 2022
Market Outlook 2022

Natixis Investment Managers' affiliates share their thoughts on what might be on the horizon for investors in 2022.

  • December 23, 2021
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What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

Climate: The Time For All-Out Mobilization

While finance has a key role to play to tackle the climate change challenge, Mirova’s Climate Ambition strategy is an equity strategy aiming at decarbonizing the economy.

  • November 29, 2021
Equities: Performance Drivers Analysis

Earnings per share, financial multiples, dividend: what have been the biggest contributors to equity market growth over the recent years? Maximizing your total return requires a good allocation and a good understanding of these different performance factors.

  • November 16, 2021
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ESG – Transition Your Portfolio for Tomorrow's World

Amber Fairbanks, Portfolio Manager, CFA® at Mirova US, talks to Citywire about their Global Sustainable Equity strategy and what sustainable investing means to them.

Investment Outlook – October 2021

Discover Loomis Sayles’ latest quarterly outlook.

  • October 11, 2021
Bridging the Cybersecurity Gap for Critical Infrastructure

Our connected world means it is now possible for unwanted actors to infiltrate power stations, electricity grids and maybe even democratic elections.

  • September 29, 2021
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Volatility Insights: Spot up, Vol up

What is “Spot Up, Vol Up”? Simon Aninat, Volatility expert at Seeyond, provides insights on what this market configuration can reveal.

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A New Momentum for Value Investing

David Herro from Harris Associates explains why value investing may be reaching a new momentum.

  • July 30, 2021
Biodiversity: The Missing Piece in the ESG Puzzle

Sidelined by investors’ focus on carbon emissions, biodiversity can no longer be ignored.

Gen Z: Who Else ?

This generation that never knew a world without internet is considered to be more socially and environmentally aware.

  • July 26, 2021
Investment Outlook – July 2021

Discover Loomis Sayles’ latest quarterly outlook.

  • July 22, 2021
A Tech Odyssey

The pandemic witnessed faster adoption of certain technologies but their sustainability can be quite an odyssey, as solutions never come without risks

  • July 21, 2021
Asia High Yield Outlook

Asia’s Road to Recovery – Uneven but in the Right Direction.

  • July 13, 2021
How ESG Supercharged a Shiller Strategy

Combining smart beta with ESG filtering and carbon reduction techniques shown to enhance returns.

  • July 1, 2021
Mirova - At the Dawn of a New Era

To what extent does Biden’s election change the American landscape in terms of climate related policy?

  • June 22, 2021
The G Factor

Today’s world is changing, led by long term transitions: demographic, technological, environmental and related to corporate governance.

  • May 17, 2021
Shiller Barclays CAPE® US Sector Value: A Switching Strategy Between Value and Growth

Finding the right timing to switch from a Growth to a Value style (and conversely) in portfolios may be challenging for investors. Not for the Shiller Barclays CAPE US Sector Value Strategy.

  • March 22, 2021
Hyper-Concentration on Market Cap-Weighted Indices: Challenging Active Portfolio Managers

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

  • December 18, 2020
Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

  • November 4, 2020
Stock Picking in the US Market and the Effect of Passive Investments

Has stock picking in the US equity market become too complex that investors have finally decided to look at this asset class only through the lens of passive investment?

  • November 2, 2020
Investment Outlook - October 2020

Economic activity rebounded sharply over the third quarter, pushing the global economy out of the downturn phase of the credit cycle.

  • October 12, 2020
Loomis Sayles Global Equity Opportunities: A Long-term, Best-Ideas Approach

This strategy seeks attractive long-term opportunities through a highly collaborative best-ideas approach grounded in fundamental research.

Investment Outlook - July 2020

The global economy is transitioning from the downturn phase of the credit cycle into credit repair.

  • August 18, 2020
Sustainable Global Equities: The Final Frontier

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

Volatility Hedging: from Theory to Reality

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

Sustainability Investing Beyond COVID-19

In the face of coronavirus lockdown and resulting economic malaise, multiple data shows the sustainability sector is outperforming the wider market. Yet not all ESG investment managers are the same. Many continue to invest in poor ESG-rated industries while others do not – and some strategies are therefore proving to be more resilient.

Loomis Sayles - Growth Equity Alpha Thesis 2020

For investors, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision-making can provide meaningful insights into how and why a particular manager generates alpha.

  • April 30, 2020
The Comeback Power of Subscription

Both consumers and businesses are subscribing more and more to products and services. This Insight of Thematics AM shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

  • April 30, 2020
Loomis Sayles Investment Outlook Q1 2020

We believe the expansion phase of the credit cycle is over. Several countries are now heading into downturns, largely because of the demand shock from Covid-19.

  • April 14, 2020
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In Conversation with Professor Shiller

Nobel Prize winning economist Professor Robert Shiller talks Coronavirus, Artificial Intelligence and narrative economics.

  • April 6, 2020
The Case for European Financials

Harris Associates, which is exposed through its equity strategies to some of the strongest European banks, explains why they still believe the European financials can provide strong returns for their shareholders in spite of the coronavirus crisis.

  • April 1, 2020
Value Investing – Is It Different This Time?

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.

Value vs Growth

Are we at the dawn of a cyclical change?

  • January 6, 2020
What Problems for Life Insurers in the Euro Zone?

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.

  • December 16, 2019
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ESG: Aligning Ideals to Investment Goals

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.

Shiller Barclays CAPE® US Sector Value Strategy in Value Regimes

In this study, Ossiam has run two conditional models regressions of the Shiller Barclay's CAPE® US Sector Value Strategy over standard factor models and considered the regime-dependend nature of the Value premium.

  • December 3, 2019
Safeguarding our 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.

  • November 22, 2019
The Winners and Losers of the Sustainable Transition

The Schumpeterian concept of Creative Destruction is alive and well and the waves of innovation are becoming both faster and more violent, especially those backed by large-scale social movements such as climate change.

  • November 14, 2019
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%.

Investing in Global Equities with a Thematic Lens

Some markets are growing faster than the broader global economy due to a range of long-term, secular growth drivers.

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.

  • August 19, 2019
Value Investing in Emerging Markets: Lessons from History

Daniel Nicholas, Client Portfolio Manager at Harris Associates, looks back to the volatility in Asian markets during the 1990s and draws six key conclusions for investing in Emerging Markets.

Loomis Sayles - Growth Equity Alpha Thesis 2019

Continuing to seek risk-adjusted excess returns.

  • July 10, 2019
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The New ESG: Methods for Investing in a Changing World

An insightful approach to ESG investing may require deeper analysis of societal trends and business fundamentals.

Multi-Factor Portfolios: A New Factor?

Limits of the static approach: Assessing the value added of a multi-factor portfolio from a performance-agnostic point of view.

  • April 30, 2019
Empowering Women through Listed Equities

There is a growing consensus that educating and employing larger numbers of women can lead to economic growth.

  • April 25, 2019
Machine Learning meets ESG

How computing power can extract alpha from complex ESG data

  • April 5, 2019
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Accounting for Intangible Assets: The New Value Investing

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property

  • February 20, 2019
Loomis Sayles 2019 Sector Teams Outlook

Loomis Sayles' sector teams return scenarios and relative value recommendations for 2019

  • February 8, 2019
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.

Understanding Smart Beta Returns

Ossiam Research Publication

  • October 30, 2018
CDC Pensions and the Future of UK Retirement

Collective defined contribution (CDC) is part of the fabric of Dutch society. Could it be exported to the UK?

Emerging or Submerging? For Investors, That is the Question

The developed economies of Europe, US and Japan no longer have a monopoly on invention and progress. The New World is being built on a stage far, far away. The world is not just changing, it is being reinvented.

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".

Time to Re-invent the Default Wheel?

How a combination of member profiling and applying a risk-first investment approach improves member outcomes.

ESG Criteria to Combine Search for Return and Long-term Impact

An interview with Mirova's CIO.

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.

  • June 24, 2017
Passive is Good for Active

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

Active Share

How passive is your active manager?

  • September 12, 2016
Mid Caps are the New Small Caps

Vaughan Nelson insight.

  • July 12, 2016
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.

  • February 28, 2016
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.

  • July 1, 2015