A multi-affiliate model of active management with a full spectrum of alternative investments to clients, including both liquid and illiquid strategies.
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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.
Allocation shifts to riskier asset classes despite volatility’s return to global markets are examined in Natixis' 1H 2018 Portfolio Barometer.
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.
Isaac Chebar explains why some of the companies that are viewed as the big losers are in danger of being mispriced by the market.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.
Harris Associates’ Client Portfolio Manager, Daniel Nicholas discusses investing in European businesses, volatility and stock prices, and how their high conviction approach has helped them to capitalise on some stock decisions in their portfolios.
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.
In a context of lower return and scare diversification potential, a differentiated approach should be considered when looking at equity markets..
The ‘High-Dividend Minimum Volatility’ approach aims to combine: low risk, sound diversification, and an emphasis on cash flow-generating investments..
How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.
A discussion with John Bell and Cheryl Stober of Loomis, Sayles & Company
Active Share is a useful to help investors determine what they are paying for when they select an active manager.
A covenant-lite loan will typically have many covenants, positive, negative and possibly incurrence, but will lack even a single maintenance financial covenant.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
Learn how bank loans may be a compelling addition to fixed income portfolios over the long term.