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Taking Advantage of Longer-term Strategic Opportunities Across the Globe

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.

  • September 7, 2018
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Growth Equity Strategies in Accordance with Loomis, Sayles & Company

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.

  • August 30, 2018
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Searching for Income Amid Potential Volatility

In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.

  • August 23, 2018
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The Long and Short of How Managed Futures Work

How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.

  • July 13, 2018
Time for Active Managers to Rise Above Rates and Volatility

Active strategies’ ability to perform under pressure from rising rates and volatility is examined by three investment managers.

  • June 25, 2018
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.

US and Latin America/US Offshore Outpace Peers for 2017 Performance

Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.

  • April 18, 2018
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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Advantages of High Active Share Strategies

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

  • March 13, 2018
Natixis Portfolio Clarity® Global Portfolio Barometer Review of 2017

Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.

  • March 6, 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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