Portfolio Construction
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.
Peak Growth, the End of US Exceptionalism, and More
Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.
Taking the Pulse of the Covid-19 Recovery
PM Jack Janasiewicz on near-term market conditions – including the status of the pandemic recovery and potential effects of Biden administration proposals.
Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
Vaughan Nelson Select: Why, How, What
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
Thematics Spotlight : World Day for Safety and Health at Work 2021
In societies undergoing constant transformation, shaken by successive waves of innovation and a global health crisis, occupational health and safety must be a priority for companies around the world more than ever.
- April 28, 2021
Thematics Spotlight: Valuing Water Today To Preserve Tomorrow
A look at the World water day which is yet another opportunity to raise awareness around the global water crisis.
- April 25, 2021
A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.
- April 20, 2021
- Aziz V. Hamzaogullari
Thematics Insights : Water and Wastewater Testing
A look at the water and wastewater testing knowing the growth opportunity from the global pandemic of Covid 19.
- April 15, 2021
Investing in Emerging Markets with WCM
To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.
- April 13, 2021
Ready for the Reopening?
Our Latin American & US Offshore Portfolio Barometer examines portfolio trends and positioning in the transition from the stay-at-home to reopening economy.
- April 8, 2021
- Natixis Investment Institute
Solving Puzzles During the Golden Age of Learning
US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.
Corporate Culture and the Pandemic: Challenges Can Create Opportunity
PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.
Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill
Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.
In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team
Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.
Credit Check: The Full Discretion Approach to Credit Selection
Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Volatility 2020: How Model Portfolios Weathered the COVID-19 Selloff
Amid extreme market volatility model portfolios outperformed the index, according to the Latin American & US Offshore Advisors Portfolio Barometer.
- August 11, 2020
- Natixis Investment Institute
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
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.
Measuring Active Management with Active Share
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.