T. Rowe Price: EM concentration and correlation risks are underappreciated
Multi asset investors may be taking on more tech exposure than they realise in their emerging market equity allocations.
Partner Content
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Sponsored by Loomis Sayles & Natixis
Loomis Sayles: Reaping the rewards of a long-term, high-conviction approach
The Growth Equity Strategies Team at Loomis Sayles, an affiliate of Natixis Investment Managers, demonstrates that patience, discipline and conviction result in consistent, peer-leading risk-adjusted compounding over cycles.
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Sponsored by aberdeen investments
Sentiment survey: Strong appetite for resilience and stability amid caution in 2026
The latest research from the Global Equities team at Federated Hermes indicates that despite market volatility and the energy crunch, ESG continues to be an effective performance indicator.
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Sponsored by Capital Group
Global dividends hit a Q3 record, led by financials
The latest research from the Global Equities team at Federated Hermes indicates that despite market volatility and the energy crunch, ESG continues to be an effective performance indicator.
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Sponsored by DNCA & Natixis
How DNCA Fixed Income turned a black swan around
Daniel ClaringbullGlobal Product Manager, DNCA Investments (an affiliate of Natixis Investment Managers) In the early days of COVID-19, as fears escalated and panic spread through financial markets, the S&P 500 fell by more than 30% and more than $481 billion was withdrawn from global fixed income markets. It was the ultimate black swan event for…
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Sponsored by Harris | Oakmark & Natixis
Market volatility is creating enticing opportunities for value investors
Daniel NicholasClient Portfolio Manager, Harris l Oakmark (an affiliate of Natixis Investment Managers) Equity valuations are still elevated, so are equity opportunities While US stocks have fallen so far this year, US large cap indices are still trading at valuations well above their long-term averages. And due to the narrowness of the rally in recent…
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Sponsored by Loomis Sayles, Natixis
From “FAANG” to “MAMAA” to “Magnificent 7” – what’s in a name?
Hollie C. Briggs, CFA, CAIAHead of Global Product ManagementGrowth Equity Strategies Team of Loomis Sayles, an affiliate of Natixis Investment Managers Beware the catchy nicknames and acronyms which feed the 24/7 news cycle. Pundits often give these names to high-profile stocks, which then trigger yet more upward price momentum as herd mentality exacerbates short-term thinking.…
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Sponsored by HSBC Asset Management
Accessing India’s tech future
As momentum behind tech continues to grow globally, investors are seeking new opportunities and strategies to gain exposure to thematic sector trends in growth markets such as India, says HSBC Asset Management (“HSBC AM”).
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Sponsored by M&G Investments
M&G Episode Macro shines after tough year
The M&G Episode Macro strategy eschews the forecast-based approach of most macro funds but managed to shine still in what was a strong year for the sector.
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Sponsored by Amundi
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
For years, fixed income trailed equities in environmental, social and governance (ESG) investing. But things are changing fast; of the €16.1bn ($16.6bn) that’s flowed into Europe-domiciled fixed income ETFs over 2022-to-date, ESG funds collected €13.6bn, attracting 84% of bond fund inflows.
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Sponsored by M&G Investments
Dynamism is the name of the game for this global macro strategy
Reacting to the market as opposed to trying to predict its trajectory is a key tenet of M&G’s Episode Macro strategy.
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Sponsored by HSBC Asset Management
How ETFs offer an active way to drive sustainable returns
Among various ways for investors to meet ESG goals and derive sustainable returns, ETFs offer a cost effective, transparent and highly-liquid solution – and one which is much more active in engaging target companies than the traditionally “passive” label implies.
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Sponsored by Natixis Investment Managers
Sustainable Investing in Changing Market Conditions
As the themes associated with ESG take centre stage across the globe, investors are demanding discernible and measurable impacts from asset managers, explains Natixis Investment Managers (Natixis IM).
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Sponsored by Federated Hermes
Despite headwinds, ESG continues to perform
The latest research from the Global Equities team at Federated Hermes indicates that despite market volatility and the energy crunch, ESG continues to be an effective performance indicator.
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Sponsored by Franklin Templeton
Who’s afraid of higher interest rates?
Investors should remain flexible and seek income from a variety of sources amid an outlook of higher inflation and tighter monetary policy.