Equities
What’s Ahead for Global Equities in 2023?
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
Digital and Personal Safety: A Broad and Diversified Investment Theme
One of the most pervasive themes in our daily lives can also become a component of portfolio construction.
Investing in Volatile Times
Allocations are under review amid sustained inflation and a recessionary environment.
A Low Volatility Approach to Emerging Markets
Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.
Why Everyone's Talking About… The Quantum Apocalypse
Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?
Are We There Yet? Pulse Check: Macro, Markets & Inflation
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
US Equities: Mind the gap
Bill Nygren - CIO, US Equities at Harris Associates, takes a look at the current environment of bear markets, recessions and high inflation into historical context and evaluate whether it warrants portfolio repositioning.
Financial Advisors React to Markets in First Half 2022
Portfolio Barometer offers insights as inflation persists, markets remain volatile, and fears of recession grow: 60/40 portfolio under pressure.
Market Drivers and Value in Global Equities
What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.
ESG: From Heterogeneity to Risk Factors – Part III
Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.
Shift of Dismay: Inflation, Markets & Volatility at Midyear
Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.
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?
ESG: From Heterogeneity to Risk Factors – Part II
Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.
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
ESG: From Heterogeneity to Risk Factors – Part I
Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.
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.
Biodiversity and Water... Two Sides of the Same Coin
Why does biodiversity matter and what role does water play? How can investments in the water value chain provide a solution to one of the greatest challenges faced by the human race?
Market Volatility During Wartime
Simon Aninat, Volatility expert at Seeyond, provides insights on volatility during wartime.
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.
Equity Outlook: Get Ready for Volatility & Value Plays
Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.
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.
Making Market Sense of Rates, Russia and Real Inflation
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
Intraday Volatility
Intraday volatility was very high in January. Simon Aninat, Volatility expert at Seeyond, discusses this event...
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.
Seeyond - Equity vs. Govies Volatility in 2021
Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.
A New iPhone Moment: How Can Investors Capitalise on the Metaverse
Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?
Vaughan Nelson Select: Why, How, What
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
Mega Trends: What Themes will Define the Decade?
As the global economy undergoes its biggest changes in a generation, we unpack the themes underpinning the next decade of growth.
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.
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.
8 Keys to Understand SRI
What is ESG? What are the different types of SRI strategies? Can financial and extra-financial performance be reconciled? Discover DNCA's 8 keys to understanding responsible investment today.
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.
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.
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?