Cyclical Logics Warrant the Return of Optimism Cyclical Logics Warrant the Return of Optimism

Already of record duration, the sustainability of the expansion cycle that started in 2009 is hotly debated.

Q&A with James Beaumont – Alternatives 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.

Thematics Safety: Preparing for Climate Change and Keeping People Safe 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
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Investing in Global Equities with a Thematic Lens 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
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5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried 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
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Be selective, diversify Be selective, diversify

Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.

Between stocks and bonds: higher yield and lower risk? Between stocks and bonds: higher yield and lower risk?

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.

  • October 2, 2019
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Leave Mother Nature Alone 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.

Ostrum Convertible Bonds Investment Strategy
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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
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Negative Interest Rates, Reflection and Remedy of Excess Pessimism in Europe 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?

Thematics – A True Source of Diversification?
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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?

  • September 11, 2019
Alternatives – will they become a future core allocation?
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Alternatives – will they become a future core allocation?

Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.

  • September 11, 2019
Manager point of view: Safety in numbers 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
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 Value Investing in Emerging Markets: Lessons from History 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.

  • August 12, 2019
Manager point of view: Clear opportunities 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
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Manager point of view: Intelligence inside 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
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Manager point of view: Schrödinger’s CAPE? 
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
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Seeyond’s High Dividend Minimum Volatility: What does it bring to the table? 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
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Four Perspectives on Global Equity Four Perspectives on Global Equity

Compelling alternatives await for those willing to actively diversify their equity allocations.

  • May 30, 2019
Short Is the New Long: Managing Risk and Diversification 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.

Nowhere to Hide: 2018 Global Barometer Compares Portfolios from 7 Regions 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 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.

Beta Opportunities: The Evolution of Risk Analysis in Alternative Strategies 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.

  • March 11, 2019
From the Summit: Shaping the Future of Active Management
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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.

Time to Take an Alternative Route to Fixed Income?
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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.

  • September 13, 2018
Protecting Portfolios: An Active Management Approach to Markets 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.