Watch
Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

US Equities: Mind the gap

Bill Nygren - CIO, US Equities at Harris Associates, takes a look at the current environment of bear markets, recessions and high inflation into historical context and evaluate whether it warrants portfolio repositioning.

  • August 15, 2022
  • Financial Professional content – requires login
Watch
Market Drivers and Value in Global Equities

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

  • July 29, 2022
ESG: From heterogeneity to risk factors – Part III

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

Watch
Shift of Dismay: Inflation, Markets & Volatility at Midyear

Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

Watch
Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

  • June 28, 2022
Value and Growth: Two Sides of the Same Coin?

Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?

  • June 27, 2022
  • Financial Professional content – requires login
ESG: From Heterogeneity to Risk Factors – Part II

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

Watch
Seeyond Volatility Insights : The Great Skew Reset

Simon Aninat, PM and Volatility expert at Seeyond, explains the great skew reset we have been witnessing and why we closely monitor this parameter.

Watch
Why Invest in the Safety Theme?

Both ubiquitous and invisible, security is fuelled by many drivers that make it an extremely resilient theme. Frédéric Dupraz and Matthieu Rolin, portfolio managers at Thematics AM, review the strengths of this theme and its relevance in the current context.

  • June 16, 2022
  • Financial Professional content – requires login
Managing Market Exuberance with Hollie Briggs from Loomis Sayles

Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.

  • June 15, 2022
  • Financial Professional content – requires login
The Private Investigator of Asset Management

Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job

  • June 15, 2022
ESG: From Heterogeneity to Risk Factors – Part I

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

Watch
Inflation & the Volatility Risk Premium

Most people think that high inflation implies high volatility for risky assets. But market data demonstrate a more nuanced reality. Learn more with Seeyond’s expert.

  • May 17, 2022
  • Financial Professional content – requires login
Biodiversity and Water... Two Sides of the Same Coin

Why does biodiversity matter and what role does water play? How can investments in the water value chain provide a solution to one of the greatest challenges faced by the human race?

Why Everyone's Talking About… The Quantum Apocalypse

Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?

  • May 10, 2022
Watch
Market Volatility During Wartime

Simon Aninat, Volatility expert at Seeyond, provides insights on volatility during wartime.

Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • April 11, 2022
Watch
Equity Outlook: Get Ready for Volatility & Value Plays

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

  • April 7, 2022
The Importance of the Long Term for the ESG-conscious Investor

Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.

  • April 6, 2022
  • Financial Professional content – requires login
Watch
Thematics: Meta-trends in the Age of AI

Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.

  • April 4, 2022
Watch
Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

Watch
Intraday Volatility

Intraday volatility was very high in January. Simon Aninat, Volatility expert at Seeyond, discusses this event...

Watch
Sport – A Key Wellness Thematic?

The sports economy is driven by secular trends and continues to develop rapidly throughout the world. Find out how this market may offer interesting opportunities.

  • February 10, 2022
Watch
Why Invest in Northern European Countries?

Northen Europe proves an attractive investment region for many reasons. Find out more with DNCA.

  • December 29, 2021
  • Financial Professional content – requires login
Watch
Seeyond - Equity vs. Govies Volatility in 2021

Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.

Water Borne: The Tech Company Tackling Toxic ‘Forever Chemicals’

While we are continually reminded to drink more water by members of the medical profession, there seems to be an increasing undercurrent of more sinister news relating to potentially harmful and even potentially toxic chemicals in tainted water supplies.

  • December 15, 2021
  • Financial Professional content – requires login
A New iPhone Moment: How Can Investors Capitalise on the Metaverse

Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?

  • December 13, 2021
Watch
What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

  • December 9, 2021
Will AI Change the Workplace Forever?

There’s no shortage of extravagant predictions for the long-term impact of Artificial Intelligence, but what does the technology promise for our workplaces within this decade?

Have You Seen the Writing on the Wall of Worry: Outlook 2022

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

PFAS, the Forever Chemicals

While we are continually reminded to drink more water by members of the medical profession, there seems to be an increasing undercurrent of more sinister news relating to potentially harmful and even potentially toxic chemicals in tainted water supplies.

  • November 26, 2021
Thematics Insights: Wellness, a Major Social Shift

For several years now, the quest for well-being has been a major concern for our societies and the individuals who make them up. Well beyond a simple fad, this incarnates a major societal shift responding to structural demographic changes.

  • November 11, 2021
  • Financial Professional content – requires login
Watch
ESG – Transition Your Portfolio for Tomorrow's World

Amber Fairbanks, Portfolio Manager CFA® at Mirova US, talks to Citywire about their Global Sustainable Equity strategy and what sustainable investing means to them.

Watch
Wellness, Now More Than Ever

Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.

  • September 28, 2021
  • Financial Professional content – requires login
Does Xi Hold the Key to Emerging Markets?

Why investing in emerging markets begins with a view on China. For now, at least.

  • September 17, 2021
  • Financial Professional content – requires login
Watch
Vaughan Nelson Select: Why, How, What

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

  • May 14, 2021
Mega Trends: What Themes will Define the Decade?

As the global economy undergoes its biggest changes in a generation, we unpack the themes underpinning the next decade of growth.

  • April 23, 2021
  • Financial Professional content – requires login
Watch
Harris Associates: An Insight Into Their Value Approach

Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.

  • March 24, 2021
  • Financial Professional content – requires login
Watch
Vaughan Nelson: Global SMid Cap Equity Strategy

Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.

  • January 14, 2021
  • Financial Professional content – requires login
Watch
8 Keys to Understand SRI

What is ESG? What are the different types of SRI strategies? Can financial and extra-financial performance be reconciled? Discover DNCA's 8 keys to understanding responsible investment today.

  • November 10, 2020
  • Financial Professional content – requires login
Watch
Loomis Sayles: An update on portfolio changes in the growth equity strategies

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.

  • May 28, 2020
  • Financial Professional content – requires login
Watch
Safety: Everywhere, All the Time

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.

  • May 12, 2020
  • Financial Professional content – requires login
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.

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.

  • March 24, 2020
  • Financial Professional content – requires login
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
  • Financial Professional content – requires login
ESG: Aligning Ideals to Investment Goals

Jens Peers explains how divestment from conventional resources and business models, must also be accompanied with strategies for investment into sustainable solutions for the future.

Watch
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
  • Financial Professional content – requires login
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
  • Financial Professional content – requires login