Portfolio Construction
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.
Manager Point of View: Clear Opportunities
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
Manager Point of View: Safety in Numbers
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
As Volatility Disappeared in Early 2019, Advisors Moved Back into Equities
As volatility eased in 2019, advisors took on more risk in their portfolios, according to the Latin American & US Offshore Advisors Portfolio Barometer.
Manager Point of View: Intelligence Inside
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.
- August 2, 2019
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.
Protecting Portfolios: An Active Management Approach to Markets
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.