Three key observations from the thought leaders who took to the stage at the AI Symposium organized by Thematics in Paris.
Few topics have been mentioned more in 2023. Yet between hyped expectations and dystopian nightmares, investment opportunities abound in AI.
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.
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.
By almost any measure, 2022 was a tough year for fixed income investors. As inflation spiked to extreme highs and Central Banks scrambled to play catch-up to contain it, so-called “safe haven” bonds were caught in the crosshairs.
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?
After an annus horribilis for bonds last year, 2023 has proven similarly difficult for traditional fixed income investors to navigate.
Portfolio Manager, James Eisenman, discusses process, philosophy and the appeal of the small and mid-cap universe.
Portfolio Manager, Scott Weber, discusses process, loss aversion, and how Vaughan considers the vectors of return.
Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?
Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.
Portfolio Manager, Elisabeth Colleran, presents the Loomis Sayles Short Term Emerging Markets Bond Fund.
Portfolio Manager, Peter Palfrey, presents the Loomis Sayles U.S. Core Plus Bond Fund.
Portfolio Manager and CIO, Jens Peers, presents the Global Sustainable Equity Fund.
Portfolio Manager, Matthieu Rolin, presents the Thematics Safety Fund.
Senior Portfolio Manager and Deputy CIO, François Collet , presents the DNCA Invest Alpha Bonds Fund.
Portfolio Manager and CIO, Karen Kharmandarian, presents the Thematics Meta Fund.
Senior Portfolio Manager, Simon Gottelier, presents the Thematics Water Fund.
Senior Portfolio Manager, Walid Azar Atallah, presents the Thematics Subscription Economy Fund.
Many high-quality companies can be unearthed if you are willing to turn over some rocks.
Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund
How to achieve long-horizon equity growth with lower volatility.
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.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
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.
Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?
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?
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?
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.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
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.
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
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.
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
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.
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.
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.
You think SRI holds no secrets for you anymore? Now is the time to find out with this special quiz designed by our experts from DNCA.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.
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.
At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
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.