Beyond Allocation: The changing role of advisers and their value to clients
Advisers need to assume three key roles The post Beyond Allocation: The changing role of advisers and their value to clients appeared first on Mortgage Strategy.
View ArticleMarket Overview for Investing in 2016: Global Growing Pains
Portfolio Manager David Herro of Harris Associates discusses how macro economic instability can be exploited; how volatility can create opportunities to buy into businesses at low prices. The post...
View ArticleWhat's up with oil and currencies?
Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at...
View ArticleNatixis Portfolio Clarity: UK Portfolio Barometer
What does a well-diversifed portfolio look like? What were the quarterly trends in model portfolios in Q4 2015? The Portfolio Barometer highlights trends uncovered by analysis of 210 model risk-rated...
View ArticleDoes volatility create opportunities?
Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at...
View ArticleNeed real insight & risk perspectives on model portfolios?
Head of the Portfolio Research and Consulting Group, James Beaumont says his group is dedicated to providing a bespoke service and an analytical review of model portfolios. The post Need real insight...
View ArticleSecurity selection for unpredictable markets
Despite the surprises the market always springs on investors, for the Loomis Sayles US Equity Leaders Fund, macro events are not a factor in its own decision making. The post Security selection for...
View ArticleImplications of the Italian referendum
Capital Market Notes, December 2016 David Lafferty, Chief Market Strategist at Natixis Global Asset Management, discusses the outcome of the Italian Referendum. Read the full article here The post...
View ArticleThe future of active management is now
Fees under pressure. Regulatory moves against closet indexers. Rapid advances in financial technology. Shifting sentiment among investors. Such mounting challenges have led to widespread speculation...
View ArticleThe global view of central bank policies
Capital Market Notes, December 2016 David Lafferty, Chief Market Strategist, and Dave Goodsell from Natixis Global Asset Management’s Durable Portfolio Construction Research Centre, assess how...
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