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Where are the Opportunities in Private Assets?

Our experts from AEW, Mirova and MV Credit discuss the outlook for private assets and where they see the specific opportunities across private equity, debt, and real estate markets.

October 10, 2023
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  • Is AI the ultimate hype – or truly the next big thing in town?

    Carmine de Franco, Head of Research and ESG at Ossiam, takes a deep dive into the AI revolution, exploring where it has come from and where it might lead.

    October 4, 2023
    Future of AI: Lessons from a decade in robotics and automation

    What does a decade of developments in the area of robotics and automation tell us about what might be in store for the field of artificial intelligence?

    October 3, 2023
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  • Why Everyone’s Talking About… Democratising Private Assets

    Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?

    July 24, 2023
    Views from the Collective: Are Individual Investors Ready for Private Assets?

    Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.

    July 12, 2023
    Emerging Market Opportunities Abound

    Many high-quality companies can be unearthed if you are willing to turn over some rocks.

    June 19, 2023
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  • Loomis Sayles Sakorum Long/Short Growth Equity Strategy Exposure Report

    Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund

    May 31, 2023
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    Investing in Water – A Clear View on this Investable Theme

    Simon Gottelier, senior portfolio manager, Thematics Asset Management, and Darren Pilbeam, head of UK sales, Natixis IM, discuss with Asset TV the theme of investing in water.

    April 28, 2023
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  • Three Reasons to Stay Invested in Volatile Times

    Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

    April 24, 2023
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    Where are Global Financial Institutions Allocating Assets in 2023?

    Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.

    April 6, 2023
    Future of Money: Is Cash an Endangered Species?

    Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?

    March 6, 2023
    Future of Reality: Is the Metaverse Just the New Internet?

    There’s plenty of debate about whether ‘the metaverse’ is the next version of the internet. But what is it? And where are the opportunities for investors?

    March 1, 2023
    Future of Work: Will AI Change the Workplace Forever?

    One way that artificial intelligence promises to revolutionize the world is by changing the workplace. But what will work really look like in the future?

    February 24, 2023
    Water as an Investment

    Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.

    February 23, 2023 Arnaud Bisschop - Simon Gottelier
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  • After the Annus Horribilis, How are Prospects for European Smid Caps?

    The negative catalysts (the strong dollar and the underperformance of sectors overrepresented in the smid cap universe) are fading, which should facilitate a return to favour for the asset class.

    February 1, 2023
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    Bottoms Up: Finding Sustainable Growth in a Global Value Chain

    Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

    June 28, 2022
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    Why Invest in the Safety Theme?

    Both ubiquitous and invisible, security is fuelled by many drivers that make it an extremely resilient theme. Frédéric Dupraz and Matthieu Rolin, portfolio managers at Thematics AM, review the strengths of this theme and its relevance in the current context.

    June 16, 2022
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    Vaughan Nelson: Global SMid Cap Equity Strategy

    Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.

    January 14, 2021
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    Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari

    Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.

    November 19, 2020 Aziz V. Hamzaogullari
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    Artificial Intelligence & Robotics: An Exponential Growth

    A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.

    September 4, 2020
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  • Thematics Insights: Is Cash an Endangered Species?

    Are we moving towards a cashless society? Since the beginning of the health crisis, merchants have actually quite often refused our bank notes and coins.

    August 11, 2020
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    Loomis Sayles: An update on portfolio changes in the growth equity strategies

    Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.

    May 28, 2020
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    Intelligence Inside

    Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.

    March 25, 2020 Karen Kharmandarian
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    Safety in Numbers

    Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.

    March 24, 2020
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    Subscription Economy: The Future of Consumption

    With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.

    February 12, 2020
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  • Are We at the Dawn of a Return of the Value Equities?

    After 12 years of a "growth" cycle, should we expect a cyclical change in favour of "value" equities in the medium term? DNCA's experts give us their analysis.

    January 8, 2020
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  • Negative Interest Rates, Reflection and Remedy of Excess Pessimism in Europe

    At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?

    September 19, 2019 François-Xavier Chauchat
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    Alternatives – Will They Become a Future Core Allocation?

    Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.

    September 11, 2019
    Value Investing in Emerging Markets: Lessons from History

    Daniel Nicholas, Client Portfolio Manager at Harris Associates, looks back to the volatility in Asian markets during the 1990s and draws six key conclusions for investing in Emerging Markets.

    August 12, 2019
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  • Manager Point of View: Schrödinger’s CAPE?

    Carmine De Franco, Head of Fundamental Research at Ossiam, explains why the Cyclically Adjusted Price Earnings Ratio (CAPE) is still a powerful tool for investors.

    July 16, 2019
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    Seeyond’s High Dividend Minimum Volatility: What does it bring to the table?

    What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?

    July 10, 2019
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