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Markets View More

Midyear Outlook: Growth – but New Risks – Ahead

Global Market Strategist Esty Dwek discusses prospects for growth, inflation, and evolving risks in the second half.

Cyber Safety: Hacker Activity to Innovative Tech

Mounting cybercrime threats and how to avoid them are discussed by a cybersecurity expert and Thematics PM Frédéric Dupraz.

May 24, 2021

Creating Sustainable Value: The Transition to Responsible Capitalism Will Not be a Smooth Ride

With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.

May 21, 2021

Portfolio Construction View More

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Peak Growth, the End of US Exceptionalism, and More

Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.

Volatility Investing by Seeyond: Long vs Short Volatility Investing

Simon Aninat, Volatility expert at Seeyond, provides insights on how long and short volatility strategies can be complementary in a portfolio.

June 16, 2021

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Taking the Pulse of the Covid-19 Recovery

PM Jack Janasiewicz on near-term market conditions – including the status of the pandemic recovery and potential effects of Biden administration proposals.

Research View More

2021 ESG Investor Insight Report

Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.

2021 Professional Fund Buyer Outlook

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

The Big Allocation Move for Institutions in 2021: No Move at All

Institutional investors are coming to grips with a key risk, amplified by 2020’s pandemic economy: negative interest rates.

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how nearly two decades of thematic and environmental investing have helped hone his skills in identifying the companies that are transitioning towards the future.