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Why DNCA for Fixed Income?

True macro specialists, DNCA offers a range of fixed income solutions that help investors navigate markets – whatever happens. Deputy Fixed Income CIO, Francois Collet, explains their highly nimble, truly active approach to fixed income and credit.

March 26, 2024
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    Where Next for Fixed Income?

    Bertrand Rocher, co-head of fixed income at Mirova, discusses why he believes markets have over anticipated the central banks’ appetite for rate cuts and the differences between Europe and the US.

    March 26, 2024
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  • Why Investing in Innovation Goes Beyond the Magnificent Seven

    For investors looking for longer-term exposure to AI-powered technological innovations, the answers may lie beyond the tech sector.

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    Loomis Sayles’ Growth Equities Strategies team Alpha Thesis

    The distinct Alpha Thesis of the Growth Equities Strategies team.

    February 29, 2024
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    Loomis Sayles’ Growth Equities Team Stock Selection Process

    The stock selection process of the Growth Equities Strategies team.

    February 29, 2024
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    Loomis Sayles’ Growth Equities Team View on the Magnificent Seven

    Why time in the market is fundamental when looking beyond the 2023 US big tech rally

    February 29, 2024
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    Loomis Sayles’ Growth Equities Team Longer-Term Perspective

    Where are the opportunities in the equities markets?

    February 28, 2024
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    Trading Time for Value

    Vaughan Nelson CEO, Chris Wallis discusses process, philosophy and the importance of asymmetric return profiles.

    February 21, 2024
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  • Views from the Collective: Return of the Prodigal Yield

    After decades of low, and in some cases negative yields, investors have begun to grapple with how to build portfolios in a world in which yield has come back into fashion.

    January 5, 2024
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  • 3 Lessons on Artificial Intelligence

    Three key observations from the thought leaders who took to the stage at the AI Symposium organized by Thematics in Paris.

    December 19, 2023
    Harris Associates named ‘Best Fund Provider’ for Value Equity

    Harris Associates have been awarded ‘Best Fund Provider’ for value equity and ‘Highly Commended’ for US equity.

    December 19, 2023
    Views from the Collective: Investing in Artificial Intelligence

    Few topics have been mentioned more in 2023. Yet between hyped expectations and dystopian nightmares, investment opportunities abound in AI.

    November 28, 2023
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    Where are the Opportunities in Private Assets?

    Our experts from AEW, Mirova and MV Credit discuss the outlook for private assets and where they see the specific opportunities across private equity, debt, and real estate markets.

    October 10, 2023
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  • Is AI the ultimate hype – or truly the next big thing in town?

    Carmine de Franco, Head of Research and ESG at Ossiam, takes a deep dive into the AI revolution, exploring where it has come from and where it might lead.

    October 4, 2023
    Future of AI: Lessons from a decade in robotics and automation

    What does a decade of developments in the area of robotics and automation tell us about what might be in store for the field of artificial intelligence?

    October 3, 2023
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  • Why Everyone’s Talking About… Democratising Private Assets

    Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?

    July 24, 2023
    Views from the Collective: Are Individual Investors Ready for Private Assets?

    Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.

    July 12, 2023
    Emerging Market Opportunities Abound

    Many high-quality companies can be unearthed if you are willing to turn over some rocks.

    June 19, 2023
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  • Loomis Sayles Sakorum Long/Short Growth Equity Strategy Exposure Report

    Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund

    May 31, 2023
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  • Growth Investing is Not a Race

    How to achieve long-horizon equity growth with lower volatility.

    May 23, 2023
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    Investing in Water – A Clear View on this Investable Theme

    Simon Gottelier, senior portfolio manager, Thematics Asset Management, and Darren Pilbeam, head of UK sales, Natixis IM, discuss with Asset TV the theme of investing in water.

    April 28, 2023
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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 24, 2023
    Thematics AM won Best-In-Class Award for Water Sector Equity

    The BENCKMARK Fund of the Year Awards 2022 shows recognition to our expertise and innovative thematic strategies built for the future.

    March 13, 2023
    Future of Money: Is Cash an Endangered Species?

    Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?

    March 6, 2023
    Future of Reality: Is the Metaverse Just the New Internet?

    There’s plenty of debate about whether ‘the metaverse’ is the next version of the internet. But what is it? And where are the opportunities for investors?

    March 1, 2023
    Future of Work: Will AI Change the Workplace Forever?

    One way that artificial intelligence promises to revolutionize the world is by changing the workplace. But what will work really look like in the future?

    February 24, 2023
    After the Annus Horribilis, How are Prospects for European Smid Caps?

    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.

    February 1, 2023
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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
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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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    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.

    April 21, 2022
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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.

    April 21, 2022
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    Wellness, Now More Than Ever

    Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.

    April 21, 2022
    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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    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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  • 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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