Some green shoots suggesting the end of this slowdown

We see some green shoots suggesting this slowdown is set to trough imminently, if it has not done so already.

  • April 26, 2019
What the Japanese paradox tells us about the global industrial cycle

Dorval AM's monthly analysis on macro and micro-economics, valuations and market dynamics.

Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

Flexible, Diversified and Opportunistic Strategies for Volatile Markets

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.

  • March 18, 2019
Seeyond Europe MinVol : A look back at the keys to success

Seeyond Europe MinVol has crossed the symbolic €1 billion threshold. An overview of this differentiating equity strategy.

  • March 13, 2019
The Conditions For A Recovery In Europe - Dorval’s Macro Corner

An overall analysis about macro and micro economy, valuations, market dynamics delivered by François-Xavier Chauchat.

  • March 7, 2019
Natixis Investment Managers: A Range of Alternatives

A multi-affiliate model of active management with a full spectrum of alternative investments to clients, including both liquid and illiquid strategies.

  • March 4, 2019
Arctic Blue: No Line On the Horizon

Jean-Jacques Duhot, of Arctic Blue Capital, an affiliate of H2O Asset Management, reveals why he believes systematic equity is effective at generating positive returns from market trends.

  • February 27, 2019
2019, A Reassuring Wave of Pessimism: Mirova Outlook

More than ever, 2019 is a year to invest in and for a more sustainable economy.

  • February 26, 2019
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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

  • December 21, 2018
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Growth Equity Strategies in Accordance with Loomis, Sayles & Company

Hollie Briggs, product manager and member of the Growth Equity Strategies Team, headed up by Aziz Hamzaogullari, discusses their ‘deep-dive’ research process, plus what differentiates them from the pack when picking stocks, and why the team has held certain stocks for so long.

  • August 30, 2018
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The Benefits of Senior Loans in a Portfolio

A discussion with John Bell and Cheryl Stober of Loomis, Sayles & Company

  • June 29, 2018
Measuring Active Management with Active Share

Active Share is a useful to help investors determine what they are paying for when they select an active manager.

  • June 28, 2018
“Covenant-Lite” Loans: Credit Quality Is Still the Dominant Factor

A covenant-lite loan will typically have many covenants, positive, negative and possibly incurrence, but will lack even a single maintenance financial covenant.

  • June 28, 2018
Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Bank Loans: Looking Beyond Interest Rate Expectations

Learn how bank loans may be a compelling addition to fixed income portfolios over the long term.

  • June 19, 2018