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.
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.
How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.
Active strategies’ ability to perform under pressure from rising rates and volatility is examined by three investment managers.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.
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.
Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.
Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
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.
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.
Review our comprehensive portfolio consulting and risk analysis capabilities.