Manager point of view: 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.

  • 1 week ago
Value Investing in Emerging Markets: Lessons from History

Daniel Nicholas, Client Portfolio Manager at Harris Associates, looks back to the volatility in Asian markets during the 1990s and draws six key conclusions for investing in Emerging Markets.

  • 1 week ago
Manager point of view: Clear opportunities

Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.

  • 1 week ago
Status quo enough for markets

The rally in equities can continue, although decent earnings results will be needed to maintain momentum.

Manager point of view: 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.

  • August 2, 2019
Manager point of view : Schrödinger’s CAPE?

Carmine De Franco, Head of Fundamental Research at Ossiam, explains why the Cyclically Adjusted Price Earnings Ratio (CAPE) is still a powerful tool for investors.

  • July 16, 2019
New Adventures in Alternatives

Alternative strategies that can provide a different lens through which to view market volatility and the potential risk and returns.

  • July 4, 2019
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
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

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.

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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.

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.

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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.