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Portfolio Construction
Are We at the Dawn of a Return of the Value Equities?
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.
- January 8, 2020
Q&A with Daniel Nicholas, Harris Associates – Value investing, a long-term view
Daniel Nicholas, client portfolio manager, discusses value strategies, passive investing, and how value strategies can work alongside more alternative products.
- January 7, 2020
Q&A with Jens Peers, Mirova – ESG: making a positive impact
Jens Peers of Mirova discusses what investors should be aware of when investing in ESG-branded products plus more.
- December 20, 2019
- Jens Peers
Cyclical Logics Warrant the Return of Optimism
Already of record duration, the sustainability of the expansion cycle that started in 2009 is hotly debated.
- December 18, 2019
- François-Xavier Chauchat
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
Be selective, diversify
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
- November 9, 2019
- Stephanie Bigou
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
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
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.
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.
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.