Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.
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.
Harris Associates’ Client Communications Specialist Jack Morgan writes about the importance of having the discipline to “stick to the basics” to avoid short-term trends and focus on attaining sustainable, long-term results.
Younger investors aren’t just environmentally aware and digitally savvy, they’re also subscribing to experiences that benefit their long-term wellbeing.
‘Forever chemicals’ in our water-supply can be hazardous to our health. Thankfully, both the public and private sector are tapping into the solutions.
Governments grappling with heightened volatility, insecurity and complexity are having to do more to protect populations and their wealth.
There’s no diluting the importance of water for a sustainable world. Investing in water is vital for tackling climate change and biodiversity loss.
Daniel Nicholas, Client Portfolio Manager at Harris Associates, writes about the cacophony of risks that investors face today, assessing risk and dealing with it.
One of the most pervasive themes in our daily lives can also become a component of portfolio construction.
Jack Wildermuth – Partner and Managing Director, Marketing & Client Relations at Harris Associates, writes about the importance of investing in companies with strong management teams
The growth in life expectancy, the increase in the average level of stress and the new concept of health that is also spreading as a result of the pandemic are contributing to the spread of the wellness economy.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?
How is DNCA's Alpha Bonds strategy a response to the current economic environment? François Collet, Fixed Income Portfolio Manager at DNCA Finance, share his analysis.
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.
Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.
Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job.
Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.
Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation.
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 basic human need, essential for economic development. 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.
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.
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.