Jack Wildermuth – Partner and Managing Director, Marketing & Client Relations at Harris Associates, writes about the importance of investing in companies with strong management teams
AlphaSimplex takes a look at the short bond trend, and some of the common myths and misconceptions for shorting bonds.
Portfolio Barometer offers insights as inflation persists, markets remain volatile, and fears of recession grow: 60/40 portfolio under pressure.
The growth in life expectancy, the increase in the average level of stress and the new concept of health that is also spreading as a result of the pandemic are contributing to the spread of the wellness economy.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?
Simon Aninat, PM and Volatility expert at Seeyond, explains the great skew reset we have been witnessing and why we closely monitor this parameter.
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.
Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.
Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job
Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.
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.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.
Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.
Advisors boosted stock allocations to record levels in 2H 2021 according to data from the Natixis Investment Managers Solutions Portfolio Barometer.
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.
Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation
Simon Aninat, Volatility expert at Seeyond, provides insights on how long and short volatility strategies can be complementary in a portfolio.
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
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.
With 10 years of investing under his belt, Seeyond’s Nicolas Just looks at what the future holds for this investment approach.
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
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.
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.
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.
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.
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.
Institutions are finding ways not available in public markets to fortify portfolios, including private equity, real asset debt and infrastructure.
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
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.
What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?