Subscription Economy: The Future of Consumption
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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

  • 2020年2月12日
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Manager Point of View: Putting risk first Manager Point of View: Putting risk first

Nicolas Just, Deputy CEO and CIO at Seeyond, explains why ‘low-vol’ equity strategies, can outperform the market and what it can bring to investors.

So far, so good. So far, so good.

After 2019, the year of Central Banks, comes 2020, the year of … Profits? Investors would certainly dream of it, but nothing is for certain.

  • 2020年1月10日
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Be Selective, Diversify Be Selective, Diversify

Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.

  • 2019年11月9日
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Leave Mother Nature Alone Leave Mother Nature Alone

On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.

  • 2019年9月30日
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Thematics – A True Source of Diversification?
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Thematics – A True Source of Diversification?

In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?

  • 2019年9月11日
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Alternatives – Will They Become a Future Core Allocation?
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Alternatives – Will They Become a Future Core Allocation?

Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.

  • 2019年9月11日
Manager Point of View: Clear opportunities 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.

  • 2019年8月9日
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Seeyond’s High Dividend Minimum Volatility: What does it bring to the table? Seeyond’s High Dividend Minimum Volatility: What does it bring to the table?

What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?

  • 2019年7月10日
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Short Is the New Long: Managing Risk and Diversification 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.

  • 2019年5月23日
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From the Summit: Shaping the Future of Active Management
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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.

Protecting Portfolios: An Active Management Approach to Markets 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.