After 12 years of a "growth" cycle, should we expect a cyclical change in favour of "value" equities in the medium term? DNCA's experts give us their analysis.
Giving meaning to your savings thanks to DNCA's SRI approach: investing in companies with a positive impact on the environment and society.
Already of record duration, the sustainability of the expansion cycle that started in 2009 is hotly debated.
Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.
Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.
Simon Gottelier talks about Thematics Asset Management’s proposition and how they integrate ESG into the mix.
With the increasing threat of natural disasters to human safety, this paper explores how technological innovation and adaptation are enabling an effective response.
The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
Ostrum Asset Management experts’ economic and market analysis.
We believe a minimum volatility-based allocation of high-dividend paying stocks could be a promising solution for investors looking for income generating investments and lower risk.
Taking advantage of the dynamic potential of equities while using the bond parachute to mitigate downside risk.
At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?
Where should investors be turning to as they look to diversify their portfolios? It’s a bold question but consider the growing demand for everything ESG over the last 12 months.
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
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.
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
The rally in equities can continue, although decent earnings results will be needed to maintain momentum.
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?
Carmine De Franco, Head of Fundamental Research at Ossiam, explains why the Cyclically Adjusted Price Earnings Ratio (CAPE) is still a powerful tool for investors.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Dorval AM's monthly analysis on macro and micro-economics, valuations and market dynamics.
An overall analysis about macro and micro economy, valuations, market dynamics delivered by François-Xavier Chauchat.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.