3 Lessons on Artificial Intelligence

Three key observations from the thought leaders who took to the stage at the AI Symposium organized by Thematics in Paris.

December 19, 2023
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.

November 28, 2023
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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
    DNCA Invest Alpha Bonds Fund: A formula for success in fixed income

    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.

    October 3, 2023
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  • 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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  • Harris Associates Global Equity Fund

    Client Portfolio Manager, Danny Nicholas, presents the Harris Associates Global Equity Fund.

    September 30, 2023
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  • Investing in Bonds. A New Paradigm Requires Fixed Income with a Novel Approach.

    After an annus horribilis for bonds last year, 2023 has proven similarly difficult for traditional fixed income investors to navigate.

    September 6, 2023
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  • Vaughan Nelson Global Smid Cap Equity Fund

    Portfolio Manager, James Eisenman, discusses process, philosophy and the appeal of the small and mid-cap universe.

    September 1, 2023
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  • Vaughan Nelson US Select Equity Fund

    Portfolio Manager, Scott Weber, discusses process, loss aversion, and how Vaughan considers the vectors of return.

    September 1, 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
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    Loomis Sayles Short Term Emerging Markets Bond Fund

    Portfolio Manager, Elisabeth Colleran, presents the Loomis Sayles Short Term Emerging Markets Bond Fund.

    July 10, 2023
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    Loomis Sayles U.S. Core Plus Bond Fund

    Portfolio Manager, Peter Palfrey, presents the Loomis Sayles U.S. Core Plus Bond Fund.

    July 10, 2023
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    Mirova Global Sustainable Equity Fund

    Portfolio Manager and CIO, Jens Peers, presents the Global Sustainable Equity Fund.

    July 6, 2023
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    Thematics Safety Fund

    Portfolio Manager, Matthieu Rolin, presents the Thematics Safety Fund.

    July 6, 2023
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    DNCA Invest Alpha Bonds Fund

    Senior Portfolio Manager and Deputy CIO, François Collet , presents the DNCA Invest Alpha Bonds Fund.

    July 6, 2023
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    Thematics Meta Fund

    Portfolio Manager and CIO, Karen Kharmandarian, presents the Thematics Meta Fund.

    July 6, 2023
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    Thematics Water Fund

    Senior Portfolio Manager, Simon Gottelier, presents the Thematics Water Fund.

    July 6, 2023
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    Thematics Subscription Economy Fund

    Senior Portfolio Manager, Walid Azar Atallah, presents the Thematics Subscription Economy Fund.

    July 6, 2023
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  • 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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  • Growth Investing is Not a Race

    How to achieve long-horizon equity growth with lower volatility.

    May 23, 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
    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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  • SRI Quiz: Put Your Knowledge to the Test!

    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.

    March 11, 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
    Manager Point of View: Clear opportunities

    Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.

    August 9, 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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