Portfolio Construction
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.
Value and Growth: Two Sides of the Same Coin?
Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?
Seeyond Volatility Insights : The Great Skew Reset
Simon Aninat, PM and Volatility expert at Seeyond, explains the great skew reset we have been witnessing and why we closely monitor this parameter.
Why Invest in the Safety Theme?
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.
Managing Market Exuberance with Hollie Briggs from Loomis Sayles
Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.
The Private Investigator of Asset Management
Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job
Asset Studio: Our Global Digital Platform
Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.
Inflation & the Volatility Risk Premium
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.
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.
The Importance of the Long Term for the ESG-conscious Investor
Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.
Thematics: Meta-trends in the Age of AI
Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.
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.
Equity Allocations Hit All-Time High in Model Portfolios
Advisors boosted stock allocations to record levels in 2H 2021 according to data from the Natixis Investment Managers Solutions Portfolio Barometer.
Sport – A Key Wellness Thematic?
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.
Water Borne: The Tech Company Tackling Toxic ‘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.
Emotional Intelligence – A Tool for Financial Advisors
Successful leaders from various fields show exceptional emotional intelligence – these traits can also enhance financial advisors’ client relationships.
What is the New Generation Investing In?
The new generation of investors aren’t just environmentally and socially conscious, they are also fully subscribed to everything digital and seeking experiences that benefit their long-term health and wellbeing.
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 the 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.
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.
Vaughan Nelson Select: Why, How, What
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
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.
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.
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.
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.
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.
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?