Portfolio Construction

Many ‘quant’ approaches are looking for advanced techniques and data to generate additional investment performance, but only a select few will succeed.

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality

Portfolio managers from DNCA, Harris Associates, Loomis Sayles, Mirova, Ostrum, Seeyond and Thematics AM provide their perspectives on the road to recovery.

Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.

Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, talks with Natixis’s Esty Dwek about managing volatility today.

Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.

Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.

Christiaan Kraan, Managing Director at Seeyond, an affiliate of Natixis Investment Managers, explains how volatility strategies can be both an investable and liquid asset class and why they are one of a few true diversification opportunities left in the world today.

Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.

Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.

This paper reviews how risk exposures are determined in trend-following systems to provide some clarity into these options.

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth

A value investor usually requires a substantial price discount at the company’s intrinsic value. But the latter exceeds the mere accounting value of its tangible assets.

After 2019, the year of Central Banks, comes 2020, the year of … Profits? Investors would certainly dream of it, but nothing is for certain.

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.

Daniel Nicholas, client portfolio manager, discusses value strategies, passive investing, and how value strategies can work alongside more alternative products.

Jens Peers of Mirova discusses what investors should be aware of when investing in ESG-branded products plus more.

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

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.

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.

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%.

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

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.

On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.

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?

In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?

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.

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.

What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?

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

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