Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.
Harris Associates’ Client Portfolio Manager, Daniel Nicholas discusses investing in European businesses, volatility and stock prices, and how their high conviction approach has helped them to capitalise on some stock decisions in their portfolios.
Hollie Briggs, product manager and member of the Growth Equity Strategies Team, headed up by Aziz Hamzaogullari, discusses their ‘deep-dive’ research process, plus what differentiates them from the pack when picking stocks, and why the team has held certain stocks for so long.
In a context of lower return and scare diversification potential, a differentiated approach should be considered when looking at equity markets..
The ‘High-Dividend Minimum Volatility’ approach aims to combine: low risk, sound diversification, and an emphasis on cash flow-generating investments..
How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.
A discussion with John Bell and Cheryl Stober of Loomis, Sayles & Company
A covenant-lite loan will typically have many covenants, positive, negative and possibly incurrence, but will lack even a single maintenance financial covenant.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
Learn how bank loans may be a compelling addition to fixed income portfolios over the long term.