Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?
Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.
Many high-quality companies can be unearthed if you are willing to turn over some rocks.
Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund
How to achieve long-horizon equity growth with lower volatility.
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.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
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.
The BENCKMARK Fund of the Year Awards 2022 shows recognition to our expertise and innovative thematic strategies built for the future.
Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?
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?
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?
Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.
Our world has changed drastically as a result of technology and globalisation. So, too, must our mindsets as investors.
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.
Younger investors aren’t just environmentally aware and digitally savvy, they’re also subscribing to experiences that benefit their long-term wellbeing.
‘Forever chemicals’ in our water-supply can be hazardous to our health. Thankfully, both the public and private sector are tapping into the solutions.
Governments grappling with heightened volatility, insecurity and complexity are having to do more to protect populations and their wealth.
There’s no diluting the importance of water for a sustainable world. Investing in water is vital for tackling climate change and biodiversity loss.
Daniel Nicholas, Client Portfolio Manager at Harris Associates, writes about the cacophony of risks that investors face today, assessing risk and dealing with it.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
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.
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.
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.
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
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?