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What’s Ahead for Global Equities in 2023?

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

  • November 30, 2022
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Digital and Personal Safety: A Broad and Diversified Investment Theme

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

  • October 27, 2022
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Investing in Volatile Times

Allocations are under review amid sustained inflation and a recessionary environment.

  • October 25, 2022
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A Low Volatility Approach to Emerging Markets

Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.

  • October 25, 2022
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Why Everyone's Talking About… The Quantum Apocalypse

Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?

  • September 27, 2022
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Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

US Equities: Mind the gap

Bill Nygren - CIO, US Equities at Harris Associates, takes a look at the current environment of bear markets, recessions and high inflation into historical context and evaluate whether it warrants portfolio repositioning.

  • August 15, 2022
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Market Drivers and Value in Global Equities

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

  • July 29, 2022
ESG: From Heterogeneity to Risk Factors – Part III

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

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Shift of Dismay: Inflation, Markets & Volatility at Midyear

Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

  • June 28, 2022
Value and Growth: Two Sides of the Same Coin?

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

  • June 27, 2022
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ESG: From Heterogeneity to Risk Factors – Part II

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

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Seeyond Volatility Insights : The Great Skew Reset

Simon Aninat, PM and Volatility expert at Seeyond, explains the great skew reset we have been witnessing and why we closely monitor this parameter.

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Why Invest in the Safety Theme?

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.

  • June 16, 2022
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Managing Market Exuberance with Hollie Briggs from Loomis Sayles

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

  • June 15, 2022
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The Private Investigator of Asset Management

Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job

  • June 15, 2022
ESG: From Heterogeneity to Risk Factors – Part I

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

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Inflation & the Volatility Risk Premium

Most people think that high inflation implies high volatility for risky assets. But market data demonstrate a more nuanced reality. Learn more with Seeyond’s expert.

  • May 17, 2022
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Biodiversity and Water... Two Sides of the Same Coin

Why does biodiversity matter and what role does water play? How can investments in the water value chain provide a solution to one of the greatest challenges faced by the human race?

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Market Volatility During Wartime

Simon Aninat, Volatility expert at Seeyond, provides insights on volatility during wartime.

Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • April 11, 2022
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Equity Outlook: Get Ready for Volatility & Value Plays

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

  • April 7, 2022
The Importance of the Long Term for the ESG-conscious Investor

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

  • April 6, 2022
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Thematics: Meta-trends in the Age of AI

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

  • April 4, 2022
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Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

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Intraday Volatility

Intraday volatility was very high in January. Simon Aninat, Volatility expert at Seeyond, discusses this event...

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Sport – A Key Wellness Thematic?

The sports economy is driven by secular trends and continues to develop rapidly throughout the world. Find out how this market may offer interesting opportunities.

  • February 10, 2022
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Seeyond - Equity vs. Govies Volatility in 2021

Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.

A New iPhone Moment: How Can Investors Capitalise on the Metaverse

Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?

  • December 13, 2021
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Vaughan Nelson Select: Why, How, What

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

  • May 14, 2021
Mega Trends: What Themes will Define the Decade?

As the global economy undergoes its biggest changes in a generation, we unpack the themes underpinning the next decade of growth.

  • April 23, 2021
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Harris Associates: An Insight Into Their Value Approach

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

  • March 24, 2021
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Vaughan Nelson: Global SMid Cap Equity Strategy

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

  • January 14, 2021
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Loomis Sayles: An update on portfolio changes in the growth equity strategies

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.

  • May 28, 2020
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Safety: Everywhere, All the Time

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.

  • May 12, 2020
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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.

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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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