Matt Shafer, Head of International Distribution, discusses the firm's philosophy around Durable Portfolio Construction, particularly the importance of putting risk first, thinking about better ways to use traditional asset classes and how to position alternatives in portfolios.
The past two years have presented a difficult environment for value investors. The stocks that have powered the market over that period are steady, defensive names, such as British American Tobacco, Imperial Brands and Reckitt Benckiser. They are well run companies but they are also well owned. The prices you are asked to pay for […]
Editor Natalie Holt picks the sessions top five sessions not to miss at Money Marketing upcoming conference What is Money Marketing Interactive? Money Marketing Interactive is all about delivering Money Marketing in a live format. This is the first time we have run a flagship event on this scale, and it is all about bringing advisers […]
Last year, worldwide mergers and acquisitions (M&A) rose to an unprecedented $4.7tn, according to Thomson Reuters, a 41 per cent increase over 2014. Anthony Forcione, senior equity analyst at Loomis Sayles, an affiliate of Natixis Global Asset Management, looks at what’s been driving this particular wave of mergers. Click here to view full article: Loomis-Sayles
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