10 Potential Market Risks and Questions for 2021

Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.

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How Are Institutional Investors Viewing the Covid-19 Recovery?

Natixis macro specialists discuss results of the 2021 Natixis Global Survey of Institutional Investors and break down potential risks and opportunities in the new year.

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Beyond Covid: Better Times Ahead

Global Market Strategist Esty Dwek discusses prospects for growth, returning to normal, and the risks ahead in the new year.

How to Evaluate Different Types of ETFs: Passive, Smart Beta, and Active

Uncovering the potential for manager risk in smart beta indexing approaches.

Reflections on Ten Years in Trend Following

AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.

Split Down the Middle

Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?

COVID-19 in Context: How Does the Pandemic Compare to Past Market Crises?

A look at how trend-following strategies worked to anticipate and contend with the pandemic crisis of early 2020 as compared to previous crisis events.

Times Like These: Financial Professionals Chart a Course from a Pandemic Market to Profitable Growth

Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.

Getting the Big Picture: Multi-Asset Credit Investing

Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.

  • June 16, 2020
As the US Reopens, How Likely Is a Second COVID-19 Lockdown?

Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.

Risk Management and the Role of Volatility

Even when investors believe they have diversification, they may not. Taking top-level approaches to volatility can help manage risk.

Participation and Protection: Youth Sports and Asset Allocation

AlphaSimplex Client Portfolio Manager Peter Martin likens his approach to investment portfolios to his experience coaching youth sports.

  • June 1, 2020
Rebalancing Portfolios in Volatile Markets

See why monitoring portfolio allocations for drift, and rebalancing as necessary, has the potential to generate meaningful benefits for clients.

Out of the Frying Pan: Institutional Investors Are Responding to a Daunting – and Growing – Set of Challenges

Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.

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.

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Sustainable Strategies Proved Resilient in Market Downturn

Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.

Understanding ETF Trading in COVID-19 Markets

Insights into how ETF trading volumes and pricing have been affected by COVID-19 market volatility.

Are Markets Underestimating Recovery Challenges?

While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.

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.

Coronavirus and Inflation: Pricing the Pandemic

COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?

Finding Risk-Managed Opportunities in Short-Duration Fixed Income

Short-duration fixed income ETFs have the potential to deliver portfolios risk-managed alpha in down markets.

Investing and the Growing Importance of Intellectual Property

Intangible assets like patents account for a growing percentage of company balance sheets and can have a significant impact on business valuations.

Diversity in Asset Management: Staying Ahead of Investor Expectations

A diverse workforce challenges conventional thinking and creates a more dynamic and rewarding work environment. It may also lead to better experiences for clients.

How Might the Coronavirus Impact Markets and Investors in the Near Term?

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

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It’s Just Good Business: Using ESG in the Investment Process

Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.

  • December 12, 2019
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Using Analytics to Help Advisors Build Better Portfolios

Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.

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.

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Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.