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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
Thematics AM: Investing in the Trends Shaping the Future

Discover Thematics’ investment philosophy and invest in trends that shape the future.

  • August 28, 2020
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
Into the Heart of ESG

Jens Peers, CEO, CIO and portfolio manager at Mirova US, discusses the factors that influence the longer-term sustainability game

  • July 9, 2020
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Investing Across Fixed Income with Loomis Sayles

Navigating bond markets in not easy. With Loomis Sayles, investors gain access to renowned research and portfolio management capabilities.

  • June 25, 2020
Transformational Technology

Technology is revolutionising sometimes decades-old processes and enabling teams to do more with less.

  • June 16, 2020
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Satellites to Core: The Future of Thematic Funds in Asset Allocation (part 1)

Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.

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Satellites to Core: The Future of Thematic Funds in Asset Allocation (part 2)

Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.

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COVID19: ESG Makes a Difference

Anne-Laurence Roucher, Esty Dwek, Arnaud Bisschop and Harald Walkate share opinions on why ESG investing is a means to mitigate risk and improve long-term performance.

  • June 1, 2020
Thematics Manager’s View: What has COVID-19 Meant for Water Investments?

Discover why this crisis has been different and why Thematics AM experts expect the sector’s proven, long-term resilience to shine through.

  • May 28, 2020
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Risk Returns in a Multi-Asset Portfolio Construction

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality

  • May 27, 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
Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Diversification Matters: Achieving Better Balance

Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.

  • May 8, 2020
The safety market: an opportunity for investors

Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.

  • May 7, 2020
Thematics Insights: Why Are Subscriptions So Attractive?

Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

  • May 5, 2020
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Q&A with Jens Peers, Mirova – Serious About Sustainability

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.

  • April 30, 2020
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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.

  • April 17, 2020
The Long-Term View of Mirova and Natixis Investment Managers on Sustainability

Three decades of sustainable investment experience within Mirova, an affiliate of Natixis Investment Managers.

  • April 15, 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
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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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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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AI and ESG: A New Frontier for Financial Innovation?

Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.

  • January 22, 2020
Be Selective, Diversify

Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.

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In 10 Years' Time Will All Portfolios Be ESG Portfolios?

Where should investors be turning to as they look to diversify their portfolios? It’s a bold question but consider the growing demand for everything ESG over the last 12 months.

  • September 13, 2019
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Thematics – A True Source of Diversification?

In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?

  • September 11, 2019
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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
Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

  • May 23, 2019
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.