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.
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
Megatrends are going to define how we organise our economy, says Jens Peers, CEO and CIO of Mirova US*.
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.
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
One of the most pervasive themes in our daily lives can also become a component of portfolio construction.
Allocations are under review amid sustained inflation and a recessionary environment.
Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.
Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Bill Nygren - CIO, US Equities at Harris Associates, takes a look at the current environment of bear markets, recessions and high inflation into historical context and evaluate whether it warrants portfolio repositioning.
What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.
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?
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.
Why does biodiversity matter and what role does water play? How can investments in the water value chain provide a solution to one of the greatest challenges faced by the human race?
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.
Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.
Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
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.
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
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.
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.
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.