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.

Thematics Safety: Preparing for Climate Change and Keeping People Safe 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
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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.

Protecting Portfolios: An Active Management Approach to Markets 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 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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