Risk
2022 Millennial Investor Report
Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.
Quantifying Turbulence in Trend Following
The authors examine historical periods of high turbulence and classify their driving forces to gain a better understanding of these extreme events.
Russia's Global Supply Chain Leverage
Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA®, considers the less obvious dependencies on Russia, including aluminum and titanium.
What Russia's Reach into Ukraine May Mean for Markets
Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.
Sharpe-Weighting: An Alternative Portfolio Construction Technique
Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.
- January 18, 2022
- Joseph Stein
Three Top Investor Concerns for 2022
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
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.
Tactical Asset Allocation for Offense and Defense
Tactical asset allocation strategies can add value and improve returns, but they can also be difficult to execute and evaluate. Here’s what to look for.
- November 22, 2021
- Brian Kmetz
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.
Using Factor Analysis to Build Better Portfolios
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
- October 20, 2021
- Mark J. Cintolo - Sean Kaukas
The Realities of Realizing Risk
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
- September 30, 2021
- Kathryn M. Kaminski
Rainy Day Funds: Making Sense of Short-Term Investment Strategies
Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.
Investment Trends in Advisor Portfolios – Midyear 2021
Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.
- August 30, 2021
- Sean Kaukas
Institutional Investment Trends Midyear 2021
In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.
- August 11, 2021
- Mark J. Cintolo
Natixis Strategist Midyear Outlook
Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.
2020 Global Survey of Financial Professionals
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.
2019 Institutional Survey Part II
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.
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.
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.