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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.

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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.

  • September 9, 2021
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
Natixis Strategist Midyear Outlook

Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.

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.

  • June 16, 2021
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Cyber Safety: Hacker Activity to Innovative Tech

Mounting cybercrime threats and how to avoid them are discussed by a cybersecurity expert and Thematics PM Frédéric Dupraz.

Enabling vs Labelling in Sustainable Finance

ESG data, standards and labels are unlikely to drive the change we seek until we first agree on the appropriate change mechanisms.

  • May 10, 2021
Engaging Responsibly

Alex Edmans, Professor of Finance at London Business School, on why sustainability isn’t something you measure, it’s something you assess.

  • April 30, 2021
No Impact Without Momentum

Ashby Monk, Executive and Research Director of the Stanford Global Projects Center, on why our journey towards a more sustainable future might be long and uncomfortable.

  • April 30, 2021
Real World Impact

Florian Heeb and Julian Kölbel, researchers at the University of Zurich, on how investors can distinguish between what’s labelled as green and what really has impact.

  • April 30, 2021
An Honest Debate on ESG

Victor Van Hoorn, Executive Director of Eurosif, on why labelling alone won’t automatically enable us to meet carbon neutrality objectives.

  • April 30, 2021
Greenium: An Ally, and Source of Opportunities

More than ever, green bonds are the focus of attention. How investors should approach Greenium, its specific feature ? Find out Mirova’s analysis.

  • April 22, 2021
Ready for the Reopening?

Our Latin American & US Offshore Portfolio Barometer examines portfolio trends and positioning in the transition from the stay-at-home to reopening economy.

Seeyond Macro Insight : Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation

Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.

  • March 29, 2021
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Natixis Adds Powerful ESG Function to Portfolio Clarity Tool

Natixis Investment Managers Solutions has upgraded the Natixis Portfolio Clarity analysis tool to also include non-financial data.

  • March 16, 2021
Seeyond Market Insights : Bitcoin and Cryptocurrencies, The Three Waves

Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.

  • March 15, 2021
Blended Finance: Finding the Right Mix of Public and Private Investment

To shift capital and enable ambitions to become reality, investment projects need a clear purpose and the right mix of public and private investment.

  • March 10, 2021
Seeyond Equity Insights : Stock market exuberance

Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.

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

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
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Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill

Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.

  • February 17, 2021
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Volatility Investing by Seeyond : Volatility Risk Premium Strategy

Simon Aninat, portfolio manager and Volatility specialist, provides insights on Seeyond’s short volatility strategy.

  • February 12, 2021
Can Sustainable Investing Really Save the World?

Amid the clamour for everything ESG today, asset managers, investors and advisors need to decide what they are genuinely trying to achieve.

  • February 9, 2021
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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
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Volatility Investing by Seeyond: Long Volatility Strategies

Simon Aninat, portfolio manager and Volatility specialist , explains Seeyond’s approach to active long volatility strategies.

  • January 11, 2021
Will the Planets Finally Align to Foster a Green Transition? - Mirova Macro Newsletter #5

Measure, Engage and Understand markets with this quarter's Mirova Newsletter “Creating Sustainable Value".

  • December 1, 2020
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Volatility Investing by Seeyond: Introduction to Our Philosophy

Simon Aninat, portfolio manager and Volatility specialist, presents Seeyond’s vision on this unique asset class.

  • November 26, 2020
The SRI Letter From DNCA: What If We Were There?

Discover the editorial of Lea Dunand-Chatellet, manager and director of SRI at DNCA.

  • November 17, 2020
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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
Reflections on Ten Years in Trend Following

AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.

Split Down the Middle

Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?

Times Like These: Financial Professionals Chart a Course from a Pandemic Market to Profitable Growth

Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.

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Risk Returns in a Multi-Asset Portfolio Construction

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality?

  • May 27, 2020
Out of the Frying Pan: Institutional Investors Are Responding to a Daunting – and Growing – Set of Challenges

Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.

The Long-Term View of Mirova and Natixis Investment Managers on Transition and Sustainability

Three decades of sustainable investment experience within Mirova, an affiliate of Natixis Investment Managers.

  • April 23, 2020
DNCA Investment Outlook – April 2020

The rebound in activity should be very gradual, penalised by the restructuring of many sectors and a less dynamic demand.

  • April 17, 2020
Diversity in Asset Management: Staying Ahead of Investor Expectations

A diverse workforce challenges conventional thinking and creates a more dynamic and rewarding work environment. It may also lead to better experiences for clients.

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
Creating Sustainable Value: Should the Financial Markets Worry About Social Inequalities?

European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition.

  • February 6, 2020
So far, so good.

After 2019, the year of Central Banks, comes 2020, the year of … Profits? Investors would certainly dream of it, but nothing is for certain.

  • January 10, 2020
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?

What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?

  • July 10, 2019
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.