Diversification Matters: Achieving Better Balance Diversification Matters: Achieving Better Balance

Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.

  • May 8, 2020
Thematics Insights: Why Are Subscriptions So Attractive? 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.

  • May 5, 2020
Bond Basics: How Interest Rates Affect Bond Yields Bond Basics: How Interest Rates Affect Bond Yields

Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.

  • May 1, 2020
Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020 Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020

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

Fighting the Fear Gauge Fighting the Fear Gauge

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.

  • April 23, 2020
Managing Volatility: Strategies for Emotional Markets Managing Volatility: Strategies for Emotional Markets

Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.

  • April 2, 2020
Were Advisors Prepared for the 2020 Market Meltdown? Were Advisors Prepared for the 2020 Market Meltdown?

Our Portfolio Barometer looks at how Latin American & US Offshore advisor portfolios were positioned going into 2020.

Three Reasons to Stay Invested in Volatile Times 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.

  • March 27, 2020
Intelligence Inside
Watch
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.

  • March 25, 2020
Safety in Numbers
Watch
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
Risk Variation in Trend-Following Systems 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.

  • March 4, 2020
Subscription Economy: The Future of Consumption
Watch
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

  • February 12, 2020
Value Investing – Is It Different This Time? 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.

  • February 10, 2020
So far, so good. 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.

  • January 10, 2020
Are We at the Dawn of a Return of the Value Equities? 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
Q&A with Jens Peers, Mirova – ESG: making a positive impact Q&A with Jens Peers, Mirova – ESG: making a positive impact

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

Cyclical Logics Warrant the Return of Optimism Cyclical Logics Warrant the Return of Optimism

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

  • December 18, 2019
Q&A with James Beaumont – Alternatives Q&A with James Beaumont – Alternatives

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.

WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture

As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.

  • October 23, 2019
Eyeing Private Markets for Alpha and Diversifying Factors 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.

  • September 19, 2019
Thematics – A True Source of Diversification?
Watch
Thematics – A True Source of Diversification?

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

  • September 11, 2019
As Volatility Disappeared in Early 2019, Advisors Moved Back into Equities As Volatility Disappeared in Early 2019, Advisors Moved Back into Equities

As volatility eased in 2019, advisors took on more risk in their portfolios, according to the Latin American & US Offshore Advisors Portfolio Barometer.

Manager Point of View: Clear opportunities 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.

  • August 9, 2019
Manager Point of View: Schrödinger’s CAPE? 
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.

  • July 16, 2019
Seeyond’s High Dividend Minimum Volatility: What does it bring to the table? 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
Four Perspectives on Global Equity Four Perspectives on Global Equity

Compelling alternatives await for those willing to actively diversify their equity allocations.

  • May 30, 2019
From the Summit: Shaping the Future of Active Management
Watch
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.

Protecting Portfolios: An Active Management Approach to Markets 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.