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Specialized Investment Managers, Diverse Investment ExpertisePortfolio Construction
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.
US Offshore & LatAm Portfolio Barometer Shows Advisors Struggled to Lower Risk
Despite advisors’ efforts, average portfolio risk rose in the second half of 2018 according to the US Offshore & Latin American Advisors Portfolio Barometer.
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.
Natixis Investment Managers: A Range of Alternatives
A multi-affiliate model of active management with a full spectrum of alternative investments to clients, including both liquid and illiquid strategies.
Absolute Return Investing with DNCA
Liquid Alternatives DNCA Absolute Return
Arctic Blue: No Line On the Horizon
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.
Aggressive Moves Seen in Latin American & US Offshore Moderate - Risk Portfolios
Allocation shifts to riskier asset classes despite volatility’s return to global markets are examined in Natixis' 1H 2018 Portfolio Barometer.
Five Myths About U.S. Large Caps
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.
Challenging the Market: the Hunt for Underrated Winners in Europe
Isaac Chebar explains why some of the companies that are viewed as the big losers are in danger of being mispriced by the market.
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.
Taking Advantage of Longer-term Strategic Opportunities Across the Globe
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.
Growth Equity Strategies in Accordance with Loomis, Sayles & Company
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.
Introducing the Minimum Volatility Strategy
In a context of lower return and scare diversification potential, a differentiated approach should be considered when looking at equity markets..
Between Stocks and Bonds: Higher Yield and Lower Risk?
The ‘High-Dividend Minimum Volatility’ approach aims to combine: low risk, sound diversification, and an emphasis on cash flow-generating investments..
The Long and Short of How Managed Futures Work
How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.
The Benefits of Senior Loans in a Portfolio
A discussion with John Bell and Cheryl Stober of Loomis, Sayles & Company
Measuring Active Management with Active Share
Active Share is a useful to help investors determine what they are paying for when they select an active manager.
“Covenant-Lite” Loans: Credit Quality Is Still the Dominant Factor
A covenant-lite loan will typically have many covenants, positive, negative and possibly incurrence, but will lack even a single maintenance financial covenant.
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.
Bank Loans: Looking Beyond Interest Rate Expectations
Learn how bank loans may be a compelling addition to fixed income portfolios over the long term.