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
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    Where are Global Financial Institutions Allocating Assets in 2023?

    Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.

    April 6, 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
    Water as an Investment

    Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.

    February 23, 2023 Arnaud Bisschop - Simon Gottelier
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  • Unstoppable Megatrends: What Are the Compelling Investment Opportunities in Today’s World to Consider?

    Our world has changed drastically as a result of technology and globalisation. So, too, must our mindsets as investors.

    February 8, 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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  • Future of Investing: Subscribed to Health and Wealth

    Younger investors aren’t just environmentally aware and digitally savvy, they’re also subscribing to experiences that benefit their long-term wellbeing.

    December 9, 2022
    Future of Hygiene: The Toxic Chemicals Tainting our Water

    ‘Forever chemicals’ in our water-supply can be hazardous to our health. Thankfully, both the public and private sector are tapping into the solutions.

    December 9, 2022
    Future of Security: Cyber Risk in a Connected World

    Governments grappling with heightened volatility, insecurity and complexity are having to do more to protect populations and their wealth.

    December 9, 2022
    Future of Water: The Climate-Biodiversity Connection

    There’s no diluting the importance of water for a sustainable world. Investing in water is vital for tackling climate change and biodiversity loss.

    December 9, 2022
    Climbing the Wall of Worry

    Daniel Nicholas, Client Portfolio Manager at Harris Associates, writes about the cacophony of risks that investors face today, assessing risk and dealing with it.

    November 1, 2022
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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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    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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    Vaughan Nelson: Global SMid Cap Equity Strategy

    Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.

    January 14, 2021
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    Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari

    Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.

    November 19, 2020 Aziz V. Hamzaogullari
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  • 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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    Loomis Sayles: An update on portfolio changes in the growth equity strategies

    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.

    May 28, 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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    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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    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
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    Seeyond’s High Dividend Minimum Volatility: What does it bring to the table?

    What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?

    July 10, 2019
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