Mobilising The Machine Mobilising The Machine

The automation and technological improvements wrought by AI and Robotics are changing the way we live, interact and do business.

  • June 16, 2020
The Man Behind The Machine The Man Behind The Machine

The winning ‘quants’ will not just leverage Artificial Intelligence but employ innovative techniques that no other human nor machine is doing.

  • June 16, 2020
Transformational Technology Transformational Technology

Technology is revolutionising sometimes decades-old processes and enabling teams to do more with less.

  • June 16, 2020
Perspective In Patterns Perspective In Patterns

ESG and machine learning is the perfect match. It is self-taught, so it is able to highlight evolutionary patterns without human intervention.

  • June 16, 2020
AI: Don’t Believe the Hype AI: Don’t Believe the Hype

Will machines eventually make decisions more effectively than human beings can today? A leading expert on AI argues that investors need to see beyond the hype.

  • June 16, 2020
AI and Active Quant Investing AI and Active Quant Investing

Many ‘quant’ approaches are looking for advanced techniques and data to generate additional investment performance, but only a select few will succeed.

  • June 16, 2020
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 Loomis Sayles: An update on some portfolio changes in the growth equity strategies
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Loomis Sayles: An update on some 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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Risk Returns in a Multi-Asset Portfolio Construction
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Risk Returns in a Multi-Asset Portfolio Construction

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality

  • May 27, 2020
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COVID-19: Perspectives On The Road To Recovery COVID-19: Perspectives On The Road To Recovery

Portfolio managers from DNCA, Harris Associates, Loomis Sayles, Mirova, Ostrum, Seeyond and Thematics AM provide their perspectives on the road to recovery.

  • May 14, 2020
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Safety: Everywhere, All The Time
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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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Portfolio Defense: Value, Growth, or Neither? Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

AlphaSimplex: Volatility is here to stay
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AlphaSimplex: Volatility is here to stay

Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, talks with Natixis’s Esty Dwek about managing volatility today.

  • May 11, 2020
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Diversification Matters: Achieving Better Balance Diversification Matters: Achieving Better Balance

Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.

  • May 8, 2020
The safety market: an opportunity for investors The safety market: an opportunity for investors

Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.

  • May 7, 2020
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Thematics Insights: Why Are Subscriptions So Attractive? Thematics Insights: Why Are Subscriptions So Attractive?

Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

  • May 5, 2020
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Bond Basics: How Interest Rates Affect Bond Yields Bond Basics: How Interest Rates Affect Bond Yields

Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.

  • May 1, 2020
Natixis Portfolio Clarity<sup>SM</sup> UK Portfolio Barometer S2 2019 Review Natixis Portfolio ClaritySM UK Portfolio Barometer S2 2019 Review

This report highlights the key differences found between typical yearly asset allocation models and seeks to explain the key performance drivers.

  • April 28, 2020
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Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020 Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020

See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.

Managing Volatility: Strategies for Emotional Markets Managing Volatility: Strategies for Emotional Markets

Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.

  • April 2, 2020
Three Reasons to Stay Invested in Volatile Times 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.

  • March 27, 2020
Intelligence Inside
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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.

  • March 25, 2020
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Safety in Numbers
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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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Risk Variation in Trend-Following Systems Risk Variation in Trend-Following Systems

This paper reviews how risk exposures are determined in trend-following systems to provide some clarity into these options.

  • March 4, 2020
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Value Investing – Is It Different This Time? Value Investing – Is It Different This Time?

A value investor usually requires a substantial price discount at the company’s intrinsic value. But the latter exceeds the mere accounting value of its tangible assets.

  • February 10, 2020
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Q&A with Daniel Nicholas, Harris Associates – Value investing, a long-term view Q&A with Daniel Nicholas, Harris Associates – Value investing, a long-term view

Daniel Nicholas, client portfolio manager, discusses value strategies, passive investing, and how value strategies can work alongside more alternative products.

  • January 7, 2020
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Q&A with Jens Peers, Mirova – ESG: making a positive impact Q&A with Jens Peers, Mirova – ESG: making a positive impact

Jens Peers of Mirova discusses what investors should be aware of when investing in ESG-branded products plus more.

Q&A with Darren Pilbeam – What does Natixis bring to the table? Q&A with Darren Pilbeam – What does Natixis bring to the table?

In an interview with Portfolio Adviser, Darren Pilbeam discusses what he thinks will be the key themes for UK wealth managers, the Natixis model and more.

  • December 11, 2019
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Q&A with James Beaumont – Alternatives Q&A with James Beaumont – Alternatives

Natixis’s James Beaumont talks about the increasing demand for alternative investments and the role that both liquid and illiquid alternatives can play in client portfolios.

Investing in Global Equities with a Thematic Lens Investing in Global Equities with a Thematic Lens

Increased urbanisation. An ageing and shrinking workforce. Adapting to climate change. These are just some of the long-term structural shifts we see today and that we will increasingly need to face tomorrow.

  • November 14, 2019
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5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried 5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried

In 1983, the S&P 500® hit an all-time high of 166. Anyone who said then “I’m too smart to buy into the market near an all-time high – I’ll wait for it to fall 10%” – is still waiting. It never fell 10%.

  • November 14, 2019
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Good Things Come To Those Who Wait Good Things Come To Those Who Wait

It takes patience – as well as focus and insight – to generate alpha in US equities. After all, finding growth in one of the most efficient and over-researched markets in the world is no easy challenge

  • October 28, 2019
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Leave Mother Nature Alone 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 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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Thematics – A True Source of Diversification?
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Thematics – A True Source of Diversification?

In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?

  • September 11, 2019
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Alternatives – Will They Become a Future Core Allocation?
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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 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 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? 
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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Four Perspectives on Global Equity Four Perspectives on Global Equity

Compelling alternatives await for those willing to actively diversify their equity allocations.

  • May 30, 2019
Short Is the New Long: Managing Risk and Diversification 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
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From the Summit: Shaping the Future of Active Management
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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.

Natixis Portfolio Clarity<sup>SM</sup> UK Portfolio Barometer Q4 2017 Review 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 Clarity<sup>SM</sup> UK Portfolio Barometer Q2 2017 Review 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 Clarity<sup>SM</sup> UK Portfolio Barometer Q1 2017 Review 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 Portfolio Consulting and Analysis

Review our comprehensive portfolio consulting and risk analysis capabilities.

  • October 19, 2016
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