Volatility Investing by Seeyond: Volatility Risk Premium strategy positioning

New addition to the "Volatility Investing by Seeyond" series: Simon Aninat, Volatility expert and portfolio manager at Seeyond, explains the positioning for the Volatility Risk Premium strategy.

  • October 26, 2022
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Seeking Good Capital Allocators

Jack Wildermuth – Partner and Managing Director, Marketing & Client Relations at Harris Associates, writes about the importance of investing in companies with strong management teams

  • October 4, 2022
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How Growth Capital Can Support the Agriculture Transition Through New Technologies

Know more about Mirova Environmental Impact Private Equity strategy.

  • September 23, 2022
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The Short on Shorting Bonds

AlphaSimplex takes a look at the short bond trend, and some of the common myths and misconceptions for shorting bonds.

  • August 16, 2022
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“Health is the New Wealth”, Wellness Economy Opportunities are Growing

The growth in life expectancy, the increase in the average level of stress and the new concept of health that is also spreading as a result of the pandemic are contributing to the spread of the wellness economy.

  • August 1, 2022
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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

  • June 28, 2022
Value and Growth: Two Sides of the Same Coin?

Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?

  • June 27, 2022
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Fixed Income Absolute Return: An Answer to the Paradigm Shift?

How is DNCA's Alpha Bonds strategy a response to the current economic environment? François Collet, Fixed Income Portfolio Manager at DNCA Finance, share his analysis.

  • June 23, 2022
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Seeyond Volatility Insights : The Great Skew Reset

Simon Aninat, PM and Volatility expert at Seeyond, explains the great skew reset we have been witnessing and why we closely monitor this parameter.

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Why Invest in the Safety Theme?

Both ubiquitous and invisible, security is fuelled by many drivers that make it an extremely resilient theme. Frédéric Dupraz and Matthieu Rolin, portfolio managers at Thematics AM, review the strengths of this theme and its relevance in the current context.

  • June 16, 2022
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Managing Market Exuberance with Hollie Briggs from Loomis Sayles

Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.

  • June 15, 2022
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The Private Investigator of Asset Management

Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job

  • June 15, 2022
Asset Studio: Our Global Digital Platform

Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.

  • June 6, 2022
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Inflation & the Volatility Risk Premium

Most people think that high inflation implies high volatility for risky assets. But market data demonstrate a more nuanced reality. Learn more with Seeyond’s expert.

  • May 17, 2022
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Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • April 11, 2022
The Importance of the Long Term for the ESG-conscious Investor

Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.

  • April 6, 2022
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Thematics: Meta-trends in the Age of AI

Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.

  • April 4, 2022
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Sport – A Key Wellness Thematic?

The sports economy is driven by secular trends and continues to develop rapidly throughout the world. Find out how this market may offer interesting opportunities.

  • February 10, 2022
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The Cyclically Adjusted Price Earnings (CAPE™) Ratio Explained

Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation

  • July 14, 2021
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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.

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Vaughan Nelson Select: Why, How, What

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

  • May 14, 2021
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Harris Associates: An Insight Into Their Value Approach

Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.

  • March 24, 2021
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Vaughan Nelson: Global SMid Cap Equity Strategy

Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.

  • January 14, 2021
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Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.

A Decade of Europe Minimum Volatility Investing at Seeyond

With 10 years of investing under his belt, Seeyond’s Nicolas Just looks at what the future holds for this investment approach.

  • November 2, 2020
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Artificial Intelligence & Robotics: An Exponential Growth

A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.

  • September 4, 2020
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Water: An Indispensable Life-Sustaining Resource

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

  • September 3, 2020
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Thematics Insights: Is Cash an Endangered Species?

Are we moving towards a cashless society? Since the beginning of the health crisis, merchants have actually quite often refused our bank notes and coins.

  • August 11, 2020
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Loomis Sayles: An update on portfolio changes in the growth equity strategies

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.

  • May 28, 2020
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Safety: Everywhere, All the Time

Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.

  • May 12, 2020
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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.

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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.

  • March 24, 2020
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Subscription Economy: The Future of Consumption

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.

  • February 12, 2020
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Leave Mother Nature Alone

On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.

Negative Interest Rates, Reflection and Remedy of Excess Pessimism in Europe

At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?

  • September 19, 2019
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Alternatives – Will They Become a Future Core Allocation?

Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.

  • September 11, 2019
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.

  • August 12, 2019
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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.

  • August 9, 2019
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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
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Natixis Portfolio ClaritySM UK Portfolio Barometer Q4 2017 Review

Review analysis and trends from 51 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months ending December 2017.

  • March 27, 2018
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Natixis Portfolio ClaritySM UK Portfolio Barometer Q2 2017 Review

Review analysis and trends from 117 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months ending June 2017.

  • September 18, 2017
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Natixis Portfolio ClaritySM UK Portfolio Barometer Q1 2017 Review

Analysis and trends from 97 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months ending March 2017.

  • August 17, 2017
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Portfolio Consulting and Analysis

Review our comprehensive portfolio consulting and risk analysis capabilities.

  • October 19, 2016
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