Our Portfolio Barometer looks at how Latin American & US Offshore advisor portfolios were positioned going into 2020.
Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.
Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
As volatility eased in 2019, advisors took on more risk in their portfolios, according to the Latin American & US Offshore Advisors Portfolio Barometer.
Karen Kharmandarian, co-manager for the Thematics AI and Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.