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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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.
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escalated and panic spread through financial markets, the S&P 500 fell by more than 30% and more than $481 billion was withdrawn from global fixed income markets.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 […]
Sourcing resilient yield and income through short-dated credit
Investors are inevitably looking for a respite in an environment where volatility and unpredictability seem to have become the norm. And as concerns about downside risks from tariffs and US trade policy continue to run high, there is an ever sharper focus on resilient yield and income. This backdrop bodes well for short-dated investment grade […]
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 […]
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. […]
Exciting opportunities in AI & Robotics outside of traditional tech
In December 2015, the Chairman of the World Economic Forum, Klaus Schwab wrote in Foreign Affairs Magazine that: “We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another. In its scale, scope, and complexity, the transformation will be unlike anything humankind has […]
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.
Healthcare’s innovation shifts into high gear
Andy Acker, global life sciences portfolio manager, explores the unprecedented number of medical breakthroughs occurring in healthcare and what it means for the sector.
Impact opportunities: investing to limit biodiversity loss
Nature is critical for human existence, but it is under increasing stress – because of us.
