Key traits the experts look for in a wealth manager
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.
Natixis
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Robo advice: good or bad? cop or robber?
Robo advice is for those with assets who know where they want to invest and those with relatively few assets looking for low-cost access for their investments.
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The best and worst funds of Q3
In this gallery, Portfolio Adviser rounds up the top five best and worst-performing funds of Q3 2015.
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Business drivers, cash flow the key elements of value creation – Loomis, Sayles & Company
As bottom-up stock pickers, focusing in on the drivers of a company’s value creation, its final outcome are far more important than sectoral or macro themes, says Hollie Briggs, product manager of the Loomis Sayles US Equity Leaders Fund.
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Investors displaying significant overconfidence – natixis
Investors could be setting themselves up for a significant amount of disappointment, a new survey by Natixis reveals.
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Fed rate hike expectations not yet
The dollar has yet to feel the full effect of US rate hike expectations, says Natixis Global Asset Management.
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Model portfolio discrepencies underline
UK financial adviser-built model portfolios generally do what they say on the tin in terms of risk, but, there are large discrepancies in terms of how those risks are rated.
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Searching for the right kind of beta
Diversification is much easier to achieve in a growth portfolio than in an income portfolio, says Chris Jackson, head of UK retail at Natixis Global Asset Management.
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Natixis set to buy French group DNCA
Natixis is in exclusive talks regarding a bid to add French asset manager DNCA Finance to its suite of global investment management affiliates.
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Oil Focus on the wealth transfer
As oil prices continue to slump, some commentators are focusing on the winners as well as the losers.
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Are markets just a little too calm
With volatility near or at record lows across most asset classes and central banks starting to change their tune, is it time to be a little more cautious?
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Natixis bulks up UK sales team
Natixis has hired three new sales managers to its UK wholesale and retail team