Portfolio Construction
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.
Diversification Matters: Achieving Better Balance
Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.
Equity Allocations Hit All-Time High in Model Portfolios
Advisors boosted stock allocations to record levels in 2H 2021 according to data from the Natixis Investment Managers Solutions Portfolio Barometer.
Emotional Intelligence – A Tool for Financial Advisors
Successful leaders from various fields show exceptional emotional intelligence – these traits can also enhance financial advisors’ client relationships.
PFAS, the Forever Chemicals
While we are continually reminded to drink more water by members of the medical profession, there seems to be an increasing undercurrent of more sinister news relating to potentially harmful and even potentially toxic chemicals in tainted water supplies.
Are Cryptocurrency Funds Part of Your Portfolio’s Future?
Part 3 of our series discusses development of cryptocurrency funds and investors’ consideration of professional management when wading into the crypto waters.
Managing Risk: Implications of China’s Regulatory Changes
China’s rollout of regulations, especially for internet firms, is analyzed through a risk management lens by Portfolio Manager Eric Liu at Harris Associates.
Thematics Insights: Wellness, a Major Social Shift
For several years now, the quest for well-being has been a major concern for our societies and the individuals who make them up. Well beyond a simple fad, this incarnates a major societal shift responding to structural demographic changes.
- November 11, 2021
Cryptocurrency: The Early Years, Ongoing Development, and What’s Next
Part 2 of this cryptocurrency series covers the acceptance of Bitcoin by early supporters, price appreciation, and growing interest among investors.
What You Should Know About Cryptocurrency
From the birth of Bitcoin to how blockchain functions as the transactional infrastructure is explained in Part 1 of this Basics of Cryptocurrency series.
Advisors Gained Confidence as Covid Worries Receded
Advisors boosted stock allocations and reduced fixed income in 1H2021, according to data from the Natixis Investment Managers Solutions Portfolio Barometer.
- September 13, 2021
Thematics Insights: The ESG of the Dating Industry
In this modern day of digital love and human relationship, are dating apps deserving of more recognition for their role in facilitating if not fulfilling evolutionary and social needs of humans?
- July 28, 2021
Brace Yourself for New Opportunities in Safety
Sam Richmond-Brown, Client Portfolio Manager at Thematics Asset Management, provides insights on the trends that are shaping the Safety investment theme.
- June 29, 2021
David Herro on Active Management’s Value to Investors
An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.
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.
Thematics Spotlight: Subscriptions to Weather All Storms?
Thematics Subscription Economy strategy embodies a well diversified, lowly cyclical portfolio that invests in the winners of tomorrow.
- June 17, 2021
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
Global Equities: Making Sense Of A Market In Turmoil
Hollie Briggs, vice president and director of product management at Loomis, Sayles & Company, sat down with Citywire to discuss how the team at Loomis prepare for, and work through, the different eventualities that the global equity markets can bring.
- April 16, 2021
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