Portfolio Construction

Auto-enrolment (AE) has undeniably been a success. Ten years since its introduction there are now nearly 20 million people participating in a workplace pension. But more needs to be done to ensure savers build a retirement pot which is sufficient to fund their retirement.

Daniel Nicholas, Client Portfolio Manager at Harris Associates, writes about the cacophony of risks that investors face today, assessing risk and dealing with it.

One of the most pervasive themes in our daily lives can also become a component of portfolio construction.

Jack Wildermuth – Partner and Managing Director, Marketing & Client Relations at Harris Associates, writes about the importance of investing in companies with strong management teams

Know more about Mirova Environmental Impact Private Equity strategy.

AlphaSimplex takes a look at the short bond trend, and some of the common myths and misconceptions for shorting bonds.

The growth in life expectancy, the increase in the average level of stress and the new concept of health that is also spreading as a result of the pandemic are contributing to the spread of the wellness economy.

Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?

How is DNCA's Alpha Bonds strategy a response to the current economic environment? François Collet, Fixed Income Portfolio Manager at DNCA Finance, share his analysis.

Both ubiquitous and invisible, security is fuelled by many drivers that make it an extremely resilient theme. Frédéric Dupraz and Matthieu Rolin, portfolio managers at Thematics AM, review the strengths of this theme and its relevance in the current context.

Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.

Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.

Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.

Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.

Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation.

Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.

Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.

A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

Are we moving towards a cashless society? Since the beginning of the health crisis, merchants have actually quite often refused our bank notes and coins.

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.

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.

Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.

Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.

At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?

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.

Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.

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.

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.

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.