Specialized Investment Managers, Diverse Investment ExpertisePortfolio Construction
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 & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
- August 2, 2019
Short Is the New Long: Managing Risk and Diversification
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
- May 23, 2019
Nowhere to Hide: 2018 Global Barometer Compares Portfolios from 7 Regions
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
US Offshore & LatAm Portfolio Barometer Shows Advisors Struggled to Lower Risk
Despite advisors’ efforts, average portfolio risk rose in the second half of 2018 according to the US Offshore & Latin American Advisors Portfolio Barometer.
Beta Opportunities: The Evolution of Risk Analysis in Alternative Strategies
A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.
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.
Time to Take an Alternative Route to Fixed Income?
Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.
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.