Portfolio Construction
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.
Are Cryptocurrency Funds Part of Your Portfolio’s Future?
Part 3 of our series discusses development of cryptocurrency funds and investors’ consideration of professional management when wading into the crypto waters.
Managing Risk: Implications of China’s Regulatory Changes
China’s rollout of regulations, especially for internet firms, is analyzed through a risk management lens by Portfolio Manager Eric Liu at Harris Associates.
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.
Cryptocurrency: The Early Years, Ongoing Development, and What’s Next
Part 2 of this cryptocurrency series covers the acceptance of Bitcoin by early supporters, price appreciation, and growing interest among investors.
What You Should Know About Cryptocurrency
From the birth of Bitcoin to how blockchain functions as the transactional infrastructure is explained in Part 1 of this Basics of Cryptocurrency series.
Advisors Gained Confidence as Covid Worries Receded
Advisors boosted stock allocations and reduced fixed income in 1H2021, according to data from the Natixis Investment Managers Solutions Portfolio Barometer.
Volatility Insights: Spot up, Vol up
What is “Spot Up, Vol Up”? Simon Aninat, Volatility expert at Seeyond, provides insights on what this market configuration can reveal.
Bridging the Cybersecurity Gap for Critical Infrastructure
Our connected world means it is now possible for unwanted actors to infiltrate power stations, electricity grids and maybe even democratic elections.
Thematics Insights: The ESG of Dating Industry
In this modern day of digital love and human relationship, are dating apps deserving of more recognition for their role in facilitating if not fulfilling evolutionary and social needs of humans?
The Cyclically Adjusted Price Earnings (CAPE™) Ratio Explained
Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation
Brace Yourself for New Opportunities in Safety
Sam Richmond-Brown, Client Portfolio Manager at Thematics Asset Management, provides insights on the trends that are shaping the Safety investment theme.
David Herro on Active Management’s Value to Investors
An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.
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.
Thematics Spotlight: Subscriptions to Weather All Storms?
Thematics Subscription Economy strategy embodies a well diversified, lowly cyclical portfolio that invests in the winners of tomorrow.
Volatility Investing by Seeyond: Long vs Short Volatility Investing
Simon Aninat, Volatility expert at Seeyond, provides insights on how long and short volatility strategies can be complementary in a portfolio.
Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
Vaughan Nelson Select: Why, How, What
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
Thematics Spotlight: World Day for Safety and Health at Work 2021
In societies undergoing constant transformation, shaken by successive waves of innovation and a global health crisis, occupational health and safety must be a priority for companies around the world more than ever.
Thematics Spotlight: Valuing Water Today To Preserve Tomorrow
A look at the World water day which is yet another opportunity to raise awareness around the global water crisis.
A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.
Global Equities: Making Sense Of A Market In Turmoil
Hollie Briggs, vice president and director of product management at Loomis, Sayles & Company, sat down with Citywire to discuss how the team at Loomis prepare for, and work through, the different eventualities that the global equity markets can bring.
Thematics Insights : Water and Wastewater Testing
A look at the water and wastewater testing knowing the growth opportunity from the global pandemic of Covid 19.
Investing in Emerging Markets with WCM
To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.
Ready for the Reopening?
Our Latin American & US Offshore Portfolio Barometer examines portfolio trends and positioning in the transition from the stay-at-home to reopening economy.
Solving Puzzles During the Golden Age of Learning
US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.
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.
Corporate Culture and the Pandemic: Challenges Can Create Opportunity
PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.
Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill
Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.
Volatility Investing by Seeyond: Volatility Risk Premium Strategy
Simon Aninat, portfolio manager and Volatility specialist, provides insights on Seeyond’s short volatility strategy.
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.
In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team
Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.
Volatility Investing by Seeyond: Long Volatility Strategies
Simon Aninat, portfolio manager and Volatility specialist , explains Seeyond’s approach to active long volatility strategies.
Thematics Insights: Why Are Subscriptions So Attractive?
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.
Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.
A Decade of Europe Minimum Volatility Investing at Seeyond
With 10 years of investing under his belt, Seeyond’s Nicolas Just looks at what the future holds for this investment approach.
Artificial Intelligence & Robotics: An Exponential Growth
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
Water: An Indispensable Life-Sustaining Resource
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
Thematics Insights: Is Cash an Endangered Species?
Are we moving towards a cashless society? Since the beginning of the health crisis, merchants have actually quite often refused our bank notes and coins.
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.
Risk Returns in a Multi-Asset Portfolio Construction
The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality?
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.
The safety market: an opportunity for investors
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.
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.
Risk Variation in Trend-Following Systems
This paper reviews how risk exposures are determined in trend-following systems to provide some clarity into these options.
Subscription Economy: The Future of Consumption
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.
Value Investing – Is It Different This Time?
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.
So far, so good.
After 2019, the year of Central Banks, comes 2020, the year of … Profits? Investors would certainly dream of it, but nothing is for certain.
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.
Eyeing Private Markets for Alpha and Diversifying Factors
Institutions are finding ways not available in public markets to fortify portfolios, including private equity, real asset debt and infrastructure.
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.
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.
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?