Institutional Investors Hit the Risk Trifecta in the First Quarter of 2018

The opening salvo of a US trade war with China, the first of three to four anticipated rate hikes from the Fed, and a bona fide 10% market correction marked a jarring risk trifecta that surprised many investors in the first quarter of 2018. But a closer look at institutional investor sentiment shows not only…

Three Ways Institutional Investors Are Preparing for the Fallout of a Market Shift

When. Not If. With market volatility making a comeback, what?s keeping institutional investors up at night? From asset bubbles and interest rate increases to low yields, the Natixis 2017 Global Survey of Institutional Investors reveals their top concerns ? and how they seek to meet their average long-term return assumptions. 1. Institutional investors are looking for…

Market Outlook 2018: Assessing Potential Risks and Opportunities

Market Outlook 2018: Assessing Potential Risks and Opportunities Natixis Chief Market Strategist David Lafferty shares some thoughts on what investors might expect in the year ahead.

Low-Volatility Equity Strategy in an Aging Bull Market

CLARICE AVERY, CFA® Investment Strategist Natixis Investment Managers – U.S. Distribution As the equity bull market lumbers through its ninth year, the chance of larger pullbacks in stocks is increasing. Equity valuations are stretched, while fixed income yields are still low and set to rise. And with the Federal Reserve well down the path of…

The Risk Management Challenge

Managing clients and their emotions is no easy task. Investors are looking for nearly double-digit returns, but say if forced to choose they would take safety over performance. Balancing risk and return is a key focus for client conversations. Our latest Global Survey of Individual Investors found that understanding risk is a major area of…

Time to Prepare Portfolios for Volatility’s Return?

All has been relatively quiet across global markets for some time now. Except for a few short-lived volatility flare-ups, stocks have been climbing higher in many markets. In fact, the U.S. stock market, as measured by the S&P 500®,1 was up more than 15%* for the one-year period ending June 1, 2017, while the STOXX Europe…

Risk Budgeting

This video offers a fresh perspective on the function of risk in evaluating investments and constructing portfolios. From examining the relative long-term stability of risk as compared to that of returns, to establishing a risk budget, to identifying investments that can act as risk reducers or return enhancers, this video provides unique insights with practical…