Seeking opportunities in the eye of the storm
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Whilst we all focus on the immediate challenges posed by Covid-19, companies, investors and Government must also begin to think about the longer-term consequences of what we are living through. To find out more click here.
The transformation of the asset management and wealth industry is causing profound changes to portfolio construction practices. BlackRock’s Portfolio Analysis and Solutions (BPAS) team identify three major shifts in habits that are starting to drive changes to traditional investment processes: 1 – A shift from products to portfolios: A renewed focus on understanding their portfolio…
In this Q&A with James Beaumont, Head of Multi Asset Portfolio Management at Natixis, we explore what alternative investments can offer investors. Is there a case for illiquid alternatives or should investors focus on liquid alternatives? We answer this and more around how allocations to alternatives will play out in the future. “Investors have viewed…
As we approach the New Year, a range of disruptive forces present distinct challenges for investors – playing out in the geopolitical arena in the form of trade wars, on the policy front in the form of divergent monetary policies, and on the economic front as countries contend with a late cycle environment.
China – too big to ignore and too disruptive to dismiss. This latest video from Lyxor ETF looks at how investors should be buying China.
The Talking Factsheets videos feature Square Mile’s team of analysts reviewing the objectives and risks and giving their view of funds drawn from their Rated, Recommended and Positive Prospects lists.
The incessant investor demand for exposure to new economy sectors has driven valuations of the emerging world’s high growth companies to historical levels. Furthermore, investors have ignored traditional value sectors, driving the divergence of valuations between new and old economy stocks to new highs. For Value investors, this has created many areas that are being…
There was a positive flow of capital into the biotech sector during the third quarter.BB Biotech is actively increasing its exposure to new drug development technology such as RNA-based therapeutic agents, and gene and cell-based therapies.
US equity is a tricky market for stockpickers. The world’s biggest stock market is one of the most researched. This means few opportunities are missed, here’s not much left for the value seeker.
In this Q&A, Darren Pilbeam, Head of UK Wholesale & Retail Sales, explores the key themes and new trends which UK wealth managers will need to navigate in the near future. He also discusses what Natixis and its affiliates can offer investors across equities, fixed income and alternative strategies. Click on the link below to…