Diversification

An update on the bank loan market and why bank loans can provide insulation against potential interest rate increases.

In this modern day of digital love and human relationship, are dating apps deserving of more recognition for their role in facilitating if not fulfilling evolutionary and social needs of humans?

Sam Richmond-Brown, Client Portfolio Manager at Thematics Asset Management, provides insights on the trends that are shaping the Safety investment theme.

Thematics Subscription Economy strategy embodies a well diversified, lowly cyclical portfolio that invests in the winners of tomorrow.

Simon Aninat, Volatility expert at Seeyond, provides insights on how long and short volatility strategies can be complementary in a portfolio.

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how nearly two decades of thematic and environmental investing have helped hone his skills in identifying the companies that are transitioning towards the future.

In societies undergoing constant transformation, shaken by successive waves of innovation and a global health crisis, occupational health and safety must be a priority for companies around the world more than ever.

A look at the World water day which is yet another opportunity to raise awareness around the global water crisis.

A look at the water and wastewater testing knowing the growth opportunity from the global pandemic of Covid 19.

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.

Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.

New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.

Natixis Investment Managers Solutions has upgraded the Natixis Portfolio Clarity analysis tool to also include non-financial data.

Simon Aninat, portfolio manager and Volatility specialist, provides insights on Seeyond’s short volatility strategy.

Simon Aninat, portfolio manager and Volatility specialist , explains Seeyond’s approach to active long volatility strategies.

Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

Simon Aninat, portfolio manager and Volatility specialist, presents Seeyond’s vision on this unique asset class.

Discover the editorial of Lea Dunand-Chatellet, manager and director of SRI at DNCA.

What is ESG? What are the different types of SRI strategies? Can financial and extra-financial performance be reconciled? Discover DNCA's 8 keys to understanding responsible investment today.

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

Loomis Sayles’Asia Credit Strategies experts provide insights on the Asia High Yield markets environment.

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

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

Discover Thematics’ investment philosophy and invest in trends that shape the future.

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.

Discover why this crisis has been different and why Thematics AM experts expect the sector’s proven, long-term resilience to shine through.

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality?

Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.

Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.

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

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

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

Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.

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.

The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.

Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.

We believe a minimum volatility-based allocation of high-dividend paying stocks could be a promising solution for investors looking for income generating investments and lower risk.

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

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.

Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?

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.

Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.