Allocation shifts to riskier asset classes despite volatility’s return to global markets are examined in Natixis' 1H 2018 Portfolio Barometer.
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
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.
Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.
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.
In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.
How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.
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.
Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.
Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
The US Offshore & Latin American Advisors Portfolio Barometer highlights trends found by analyzing moderate portfolios submitted by financial professionals.