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Portfolio Construction
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
As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.
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.
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?
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: 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.
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: 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.
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?
Four Perspectives on Global Equity
Compelling alternatives await for those willing to actively diversify their equity allocations.
Focused Growth Approach of WCM Investment Management
Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.
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.
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
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.