Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

  • May 23, 2019
Macro outlook: risks have increased near term

Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.

  • May 22, 2019
Some green shoots suggesting the end of this slowdown

We see some green shoots suggesting this slowdown is set to trough imminently, if it has not done so already.

  • April 26, 2019
Natixis Investment Managers: A Range of Alternatives

A multi-affiliate model of active management with a full spectrum of alternative investments to clients, including both liquid and illiquid strategies.

  • March 4, 2019
Arctic Blue: No Line On the Horizon

Jean-Jacques Duhot, of Arctic Blue Capital, an affiliate of H2O Asset Management, reveals why he believes systematic equity is effective at generating positive returns from market trends.

  • February 27, 2019
2019, A Reassuring Wave of Pessimism: Mirova Outlook

More than ever, 2019 is a year to invest in and for a more sustainable economy.

  • February 26, 2019
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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.

  • December 21, 2018
The Need for Diverse Perspectives on Alternatives

There are plenty of benefits that alternative investments can bring for investors. As risk returns to markets, advisers could certainly do worse than revisit their opinions on alternatives as an asset class.

  • November 16, 2018
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Growth Equity Strategies in Accordance with Loomis, Sayles & Company

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.

  • August 30, 2018
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.