Future of Hygiene: The Toxic Chemicals Tainting our Water

‘Forever chemicals’ in our water-supply can be hazardous to our health. Thankfully, both the public and private sector are tapping into the solutions.

December 9, 2022
Future of Security: Cyber Risk in a Connected World

Governments grappling with heightened volatility, insecurity and complexity are having to do more to protect populations and their wealth.

December 9, 2022
Future of Water: The Climate-Biodiversity Connection

There’s no diluting the importance of water for a sustainable world. Investing in water is vital for tackling climate change and biodiversity loss.

December 9, 2022
Climbing the Wall of Worry

Daniel Nicholas, Client Portfolio Manager at Harris Associates, writes about the cacophony of risks that investors face today, assessing risk and dealing with it.

November 1, 2022
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    Digital and Personal Safety: A Broad and Diversified Investment Theme

    One of the most pervasive themes in our daily lives can also become a component of portfolio construction.

    October 27, 2022
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  • Seeking Good Capital Allocators

    Jack Wildermuth – Partner and Managing Director, Marketing & Client Relations at Harris Associates, writes about the importance of investing in companies with strong management teams

    October 4, 2022
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  • The Short on Shorting Bonds

    AlphaSimplex takes a look at the short bond trend, and some of the common myths and misconceptions for shorting bonds.

    August 16, 2022
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    “Health is the New Wealth”, Wellness Economy Opportunities are Growing

    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.

    August 1, 2022
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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
    Value and Growth: Two Sides of the Same Coin?

    Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?

    June 27, 2022
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  • Fixed Income Absolute Return: An Answer to the Paradigm Shift?

    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.

    June 23, 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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  • Managing Market Exuberance with Hollie Briggs from Loomis Sayles

    Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.

    June 15, 2022
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  • The Private Investigator of Asset Management

    Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job.

    June 15, 2022
    Asset Studio: Our Global Digital Platform

    Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.

    June 6, 2022
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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 11, 2022
    The Importance of the Long Term for the ESG-conscious Investor

    Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.

    April 6, 2022
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    Thematics: Meta-trends in the Age of AI

    Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.

    April 4, 2022
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    Sport – A Key Wellness Thematic?

    The sports economy is driven by secular trends and continues to develop rapidly throughout the world. Find out how this market may offer interesting opportunities.

    February 10, 2022
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    The Cyclically Adjusted Price Earnings (CAPE™) Ratio Explained

    Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation.

    July 14, 2021
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    Vaughan Nelson Select: Why, How, What

    Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

    May 14, 2021
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    Harris Associates: An Insight Into Their Value Approach

    Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.

    March 24, 2021
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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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    Water: An Indispensable Life-Sustaining Resource

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

    September 3, 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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    Safety: Everywhere, All the Time

    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.

    May 12, 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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