With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.
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.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
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 late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.
Clouds on the horizon: five capital market story lines to watch in the second half of 2018.
Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.
A panel of Natixis investment managers discuss their market outlooks for 2018
Identifying key factors and risks that could cause stock market volatility to increase in the coming months.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.