Equities
Views from the Collective: Investing in Artificial Intelligence
Few topics have been mentioned more in 2023. Yet between hyped expectations and dystopian nightmares, investment opportunities abound in AI.
Where are the opportunities in equities?
Our experts from Loomis Sayles, Ossiam and Thematics AM discuss the outlook for global equities and where they see specific opportunities across different styles, segments, and themes.
Why Everyone’s Talking About… European Equities
European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?
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.
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?
3 minutes with… Jens Peers, Mirova
Find out how Mirova’s Jens Peers began his journey in sustainable investing and what keeps him motivated as a portfolio manager.
3 minutes with… Mathilde Dufour, Mirova
Find out how Mirova’s Mathilde Dufour began her journey in sustainable investing and what keeps her motivated as head of sustainability research.
Macro Insights: About That Recession…
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Supply Chains and Sustainability
The next decade will see technology enable us to replace our dependency on certain critical materials and redefine supply chains so that electrification opportunities are enhanced all over the globe, says Mirova’s Jens Peers.
Global Investment Opportunities in the Energy Transition
This paper examines how investors can take advantage of investment opportunities in the global energy transition, while managing risks to their portfolios.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Emerging Market Opportunities Abound
Many high-quality companies can be unearthed if you are willing to turn over some rocks.
Engaging Companies for the Long Term
With investors increasingly wary of greenwashing, Mirova’s Soliane Varlet says engagement is the path to more transparency and a more sustainable future.
Loomis Sayles Sakorum Long/Short Growth Equity Strategy Exposure Report
Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund
Why Everyone’s Talking About… Artificial General Intelligence
We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.
Views from the Collective: Where Next for Sustainable Investing?
For sustainable investors, navigating the regulatory and political landscape has become a real challenge in recent years. What does the future hold?
Lower Growth is Likely, So Income is Back in Fashion
Now may be the time to double down on dividends.
How to Invest in Biodiversity
While COP15 paved the way for new regulations, achieving zero biodiversity loss by 2030 requires a concerted effort among investors and consumers alike.
3 minutes with… Soliane Varlet, Mirova
Find out how Mirova’s Soliane Varlet began her journey in sustainable investing and what keeps her motivated as a portfolio manager.
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.
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.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
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?
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?
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?
Water as an Investment
Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.
Viewpoints: Equities – Climbing the wall of worry
Our experts from Thematics AM, Mirova and Ossiam give their take on investing in companies today and how they are thinking about short-term narratives versus longer-term fundamentals.
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.
Thematics: Market Outlook 2023
How to navigate 2023 for investors and what is the outlook for growth stocks? Hear from Karen Kharmandarian, CIO, Senior Portfolio Manager, Thematics Asset Management.
Investment Solutions under an Uncertain Market
What will happen in 2023? Participants at the Natixis Investment Managers seminar heard a variety of solutions to help guide their investment strategies forward in 2023.
Sustainable Investing Trends for 2023 and Beyond
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
Attractive Entry Point for International Equity Investing
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
Sustainable Equities Outlook: Solutions Needed for a Changing World
Megatrends are going to define how we organise our economy, says Jens Peers, CEO and CIO of Mirova US*.
Why Everyone's Talking About… The Quantum Apocalypse
Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?
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.
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.
8 Keys to Understand SRI
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.
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.
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.
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.
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.
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?