Seeyond - Equity vs. Govies Volatility in 2021
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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.

  • December 21, 2021
Stranger Things: Macro & Market Outlook 2022
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Stranger Things: Macro & Market Outlook 2022

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

Water Borne: The Tech Company Tackling Toxic ‘Forever Chemicals’ 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.

  • December 15, 2021
A New iPhone Moment: How Can Investors Capitalise on the Metaverse 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?

  • December 13, 2021
What’s Ahead for Global Stock Markets in 2022?
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What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

Will AI Change the Workplace Forever? Will AI Change the Workplace Forever?

There’s no shortage of extravagant predictions for the long-term impact of Artificial Intelligence, but what does the technology promise for our workplaces within this decade?

Have You Seen the Writing on the Wall of Worry: Outlook 2022 Have You Seen the Writing on the Wall of Worry: Outlook 2022

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

PFAS, The Forever Chemicals 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.

  • November 26, 2021
Thematics Insights: Wellness, A Major Social Shift 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.

  • November 11, 2021
David Herro on Value Catalysts in Global Markets
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David Herro on Value Catalysts in Global Markets

Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.

ESG – Transition Your Portfolio for Tomorrow's World
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ESG – Transition Your Portfolio for Tomorrow's World

Amber Fairbanks, Portfolio Manager CFA® at Mirova US, talks to Citywire about their Global Sustainable Equity strategy and what sustainable investing means to them.

Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies

A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles’ Growth Equity alpha thesis are explained.

Wellness, Now More Than Ever
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Wellness, Now More Than Ever

Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.

  • September 28, 2021
A Tale of Two Halves
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A Tale of Two Halves

Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.

Bridging the Cybersecurity Gap for Critical Infrastructure 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.

  • August 23, 2021
Where’s the Value in This Phase of the Recovery?
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Where’s the Value in This Phase of the Recovery?

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

  • August 20, 2021
This Time It’s Not the Same
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This Time It’s Not the Same

Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.

7 International Investing Insights from David Herro 7 International Investing Insights from David Herro

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

Thematics Insights: The ESG of Dating Industry Thematics Insights: The ESG of 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?

  • July 28, 2021
Thematics AM Launches its First Report on Climate Strategy and Performance Thematics AM Launches its First Report on Climate Strategy and Performance

As an asset management organisation with a pure thematic focus on the global listed equity markets, Thematics AM is committed to supporting efforts to mitigate against the effects of climate change.

  • July 20, 2021
Brace Yourself for New Opportunities in Safety
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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.

  • June 29, 2021
Equities: Is the Value Rotation Over…Or is the Best Yet to Come?
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Equities: Is the Value Rotation Over…Or is the Best Yet to Come?

Tony Coniaris talks to Natixis about value and whether he thinks it is here to stay.

David Herro on Active Management’s Value to Investors
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David Herro on Active Management’s Value to Investors

An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.

Bottoms Up: Finding Sustainable Growth in a Global Value Chain
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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.

  • June 17, 2021
Thematics Spotlight: Subscriptions to Weather All Storms? Thematics Spotlight: Subscriptions to Weather All Storms?

Thematics Subscription Economy strategy embodies a well diversified, lowly cyclical portfolio that invests in the winners of tomorrow.

  • June 17, 2021
Emerging Markets: Old Myths and New Realities
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Emerging Markets: Old Myths and New Realities

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

Roaring 20s or Economic Slowdown Ahead?
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Roaring 20s or Economic Slowdown Ahead?

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Vaughan Nelson Select: Why, How, What
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Vaughan Nelson Select: Why, How, What

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

  • May 14, 2021
A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
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A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles

Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.

Value Investing and the “New Normal”: What’s Changed? Value Investing and the “New Normal”: What’s Changed?

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Global Equities: Making Sense Of A Market In Turmoil
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Global Equities: Making Sense Of A Market In Turmoil

Hollie Briggs, vice president and director of product management at Loomis, Sayles & Company, sat down with Citywire to discuss how the team at Loomis prepare for, and work through, the different eventualities that the global equity markets can bring.

  • April 16, 2021
Investing in Emerging Markets with WCM Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • April 13, 2021
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

Solving Puzzles During the Golden Age of Learning Solving Puzzles During the Golden Age of Learning

US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.

  • March 31, 2021
Post-crisis International Value Investing: A World of Opportunity Post-crisis International Value Investing: A World of Opportunity

Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.

Harris Associates: An Insight Into Their Value Approach
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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.

  • March 24, 2021
Dorval’s Macro Corner : Confidence in the Recovery Shifts Attention Towards Risks of Excesses Dorval’s Macro Corner : Confidence in the Recovery Shifts Attention Towards Risks of Excesses

As the world economy has already reached its pre-crisis level, an almost complete catch-up of the lost ground in terms of growth becomes more plausible.

  • March 2, 2021
What, How, Why: Understanding the GameStop Frenzy What, How, Why: Understanding the GameStop Frenzy

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

Corporate Culture and the Pandemic: Challenges Can Create Opportunity Corporate Culture and the Pandemic: Challenges Can Create Opportunity

PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.

  • February 18, 2021
Wolves of Wall Street: Seeyond’s Take on The GameStop Saga
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Wolves of Wall Street: Seeyond’s Take on The GameStop Saga

Simon Aninat, portfolio manager and Volatility specialist, provides insights on the GameStop drama.

  • February 9, 2021
Vaughan Nelson: Global SMid Cap Equity Strategy
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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.

  • January 14, 2021
 8 Keys to Understand SRI
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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.

  • November 10, 2020
Finding Value Opportunities in the Pandemic Economy
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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Loomis Sayles: An update on portfolio changes in the growth equity strategies
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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.

  • May 28, 2020
Safety: Everywhere, All the Time
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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.

  • May 12, 2020
Intelligence Inside
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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
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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
Taking Responsible Investment from Talk to Action Taking Responsible Investment from Talk to Action

Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.

  • March 12, 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
Utility Companies Face Challenges in an Evolving Energy Landscape Utility Companies Face Challenges in an Evolving Energy Landscape

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

  • February 13, 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
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
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