Portfolio Construction
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Artificial Intelligence & Robotics: An Exponential Growth
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
Water: An Indispensable Life-Sustaining Resource
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
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
Subscription Economy: The Future of Consumption
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth
- June 30, 2020
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
Portfolio Defense: Value, Growth, or Neither?
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
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.
Bond Basics: How Interest Rates Affect Bond Yields
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
- April 24, 2020
- Natixis Investment Institute
Managing Volatility: Strategies for Emotional Markets
Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.
Were Advisors Prepared for the 2020 Market Meltdown?
Our Portfolio Barometer looks at how Latin American & US Offshore advisor portfolios were positioned going into 2020.
- April 1, 2020
- Natixis Investment Institute
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.
WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture
As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.
Alternative Allocations Tailored to Specific Investment Objectives
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
- January 23, 2019
From the Summit: Shaping the Future of Active Management
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
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.