Natixis Global Asset Management’s Mid-Year Outlook Changing Sources of Risk, Correlations and Rising Rates Concern Investors
- Investors acknowledge portfolio threats could keep them from meeting goals
- The majority of investors are looking for strategies to help them balance risk and return and want alternatives that are less tied to the broad markets
- More than half of investors see volatility as a roadblock to achieving their goals
The results of Natixis’
The following perspectives, from Natixis’ affiliate managers, highlight the opportunities that may be available to investors as they continue to manage risk, monitor volatility and look for yield in the current market.
Chief Investment Officer and Portfolio Manager
“Volatility’s return has created opportunities for skillful global hedge fund investors across several investing disciplines. The unique macro environment and specific trends, including strength in the U.S. dollar, are aiding global macro strategies. As well, the seeds for corporate consolidation continue to drive opportunities in the event-driven arena. In the long-short space, lower correlations between individual stocks are offering plentiful alpha prospects for skilled stock pickers.”
Win Murray
Director of Research
“There are always global macro concerns that worry market participants. The market volatility that these concerns can cause should be viewed as opportunity for the long-term investor, not risk. Despite a compression of company valuations over the last several months, we continue to find investment opportunities in the U.S. equity market.”
Portfolio Manager
Loomis, Sayles & Company
"The Fed wants higher interest rates, but they aren't eager to broadcast the message that a rate rise is imminent. In my view, the timing of a rate hike may be 4th quarter, or even 1st quarter next year, given the continued uncertainty outside the U.S. Either way, it's certainly appropriate to be positioning portfolios for higher rates down the road, and an increase in volatility as these uncertainties play out."
Methodology
Natixis surveyed 750 individual investors across
Alternatives are investments in non-traditional or less liquid assets, such as currencies, commodities or precious metals. Alternative investments involve unique risks that may be different from those associated with traditional investments, including illiquidity and the potential for amplified losses or gains. Investors should fully understand the risks associated with any investment prior to investing.
Diversification does not guarantee a profit or protect against loss.
Fixed-Income may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity.
Hedge funds are often illiquid, highly leveraged, and engage in speculative investment practices. Hedge funds may be more volatile than investments in traditional securities and may not be suitable for all investors.
About
Hedging involves taking offsetting positions intended to reduce the volatility of an asset. If the hedging position behaves differently than expected, the volatility of the strategy as a whole may increase and even exceed the volatility of the asset being hedged.
The statements and opinions expressed are those of
About
The information, data, analyses, and opinions provided by
About Loomis, Sayles & Company, L.P.
Since 1926, Loomis, Sayles & Company, L.P. has served the investment needs of institutional and mutual fund clients. As performance-driven investors seeking exceptional opportunities, Loomis Sayles employs actively managed disciplines that combine fundamental research, systematic risk assessment and experienced portfolio management. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages more than
The views expressed are those of Loomis, Sayles & Company, L.P. as of
About
spectrum of equity, fixed-income and alternative investment strategies.
Headquartered in
Listed on the
1 Cerulli Quantitative Update: Global Markets 2014 ranked
2 Net asset value as of
3
4 An affiliate of
5 A subsidiary of
6 A global investment unit of the
1231275.1.2
View source version on businesswire.com: http://www.businesswire.com/news/home/20150625005711/en/
david.snowden@ngam.natixis.com
@NatixisNews
@NatixisGlobalA
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