Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth
Nicolas Just, Deputy CEO and CIO at Seeyond, explains why ‘low-vol’ equity strategies, can outperform the market and what it can bring to investors.
After 2019, the year of Central Banks, comes 2020, the year of … Profits? Investors would certainly dream of it, but nothing is for certain.
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.