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Portfolio Construction
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
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
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.
- December 20, 2019
- Jens Peers
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
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.
- December 3, 2019
- James Beaumont
Thematics Safety: Preparing for Climate Change and Keeping People Safe
With the increasing threat of natural disasters to human safety, this paper explores how technological innovation and adaptation are enabling an effective response.
- November 22, 2019
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
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
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
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.
- September 30, 2019
- Simon Aninat
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
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
Alternatives – will they become a future core allocation?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
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.
- August 13, 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.
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
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
Four Perspectives on Global Equity
Compelling alternatives await for those willing to actively diversify their equity allocations.
Beta Opportunities: The Evolution of Risk Analysis in Alternative Strategies
A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.
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.
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.
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
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
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
Portfolio Consulting and Analysis
Review our comprehensive portfolio consulting and risk analysis capabilities.
- October 19, 2016