Alexander Healy’s logic is fairly straightforward: as trends change, markets change and as markets change, investment opportunities change, therefore identifying the trends and having a diversified investment approach is key.
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.
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.
In this gallery, Portfolio Adviser rounds up the top five best and worst-performing funds of Q3 2015.
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.
Investors could be setting themselves up for a significant amount of disappointment, a new survey by Natixis reveals.
The dollar has yet to feel the full effect of US rate hike expectations, says Natixis Global Asset Management.
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.
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.
Natixis is in exclusive talks regarding a bid to add French asset manager DNCA Finance to its suite of global investment management affiliates.
As oil prices continue to slump, some commentators are focusing on the winners as well as the losers.
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?
