By browsing this site you accept the site’s cookies, which provide us with data used to personalize our interactions with you. Accessing social networking sites from this site may also require the use of cookies. You may refuse, change, or learn more about your cookie settings in our Cookie Policy.
Portfolio Construction
Q&A with James Beaumont – Alternatives
Natixis’s James Beaumont talks about the increasing demand for alternative investments and the role that both liquid and illiquid alternatives can play in client portfolios.
- December 3, 2019
- James Beaumont
Thematics Safety: Preparing for Climate Change and Keeping People Safe
With the increasing threat of natural disasters to human safety, this paper explores how technological innovation and adaptation are enabling an effective response.
- November 22, 2019
Investing in Global Equities with a Thematic Lens
Increased urbanisation. An ageing and shrinking workforce. Adapting to climate change. These are just some of the long-term structural shifts we see today and that we will increasingly need to face tomorrow.
- 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%.
- November 14, 2019
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.
- September 30, 2019
- Simon Aninat
Ostrum Convertible Bonds Investment Strategy
Taking advantage of the dynamic potential of equities while using the bond parachute to mitigate downside risk.
- September 27, 2019
Negative interest rates, reflection and remedy of excess pessimism in Europe
At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?
- September 19, 2019
- François-Xavier Chauchat
Thematics – A True Source of Diversification?
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
Alternatives – will they become a future core allocation?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
Manager point of view: Safety in numbers
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
- August 13, 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.
Manager point of view: Clear opportunities
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
- August 9, 2019
Manager point of view: Intelligence inside
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
- August 2, 2019
Manager point of view: Schrödinger’s CAPE?
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.
- July 16, 2019
Seeyond’s High Dividend Minimum Volatility: What does it bring to the table?
What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?
- July 10, 2019
Four Perspectives on Global Equity
Compelling alternatives await for those willing to actively diversify their equity allocations.
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.
- May 23, 2019
- Kathryn M. Kaminski
Nowhere to Hide: 2018 Global Barometer Compares Portfolios from 7 Regions
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
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.
- April 3, 2019
- François-Xavier Chauchat
The View from Lugano in 2019
Matthieu Genessay, Client Portfolio Manager at H2O Asset Management, gives his thoughts on why several new strategies – and geographies – will make it an interesting year for H2O.
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
Beta Opportunities: The Evolution of Risk Analysis in Alternative Strategies
A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.
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
Absolute Return Investing with DNCA
Liquid Alternatives DNCA Absolute Return
- February 27, 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
Five Myths About U.S. Large Caps
The case for investing in U.S. large-cap stocks is encountering skepticism. Bill Nygren, CIO – U.S. Equities and Portfolio Manager at Harris Associates, explores some of the myths.
- January 28, 2019
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.
Time to Take an Alternative Route to Fixed Income?
Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.
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
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.