eagle
Mirova Global Sustainable Equity fund
Adopting a multi-thematic approach to global equity investing, seeking to find tomorrow's winners today.
Collective Views: Liberation day, tariffs, market volatility
Collective Views: tariff turbulence and volatility views
We asked our Expert Collective for their views on the ripples and ramifications of the market turbulence caused by the marked shift in US trade policy.
Thematics Asset Management

Pierre-Alexis Francois

Co-Portfolio Manager

Thematics Asset Management

Pierre-Alexis has over 3 years of experience focused on the consumer sector. Prior to joining Thematics AM in October 2020, Pierre-Alexis spent 2 years at Ostrum Asset Management where he was an analyst covering the consumer sector as well as a portfolio manager assistant on AAA Actions Agro-Alimentaire and Ostrum Global Alpha Consumer funds.

Thematics Asset Management

Thematics Asset Management is a dedicated equity investor in innovative thematic strategies, which include Water, Safety, Artificial Intelligence & Robotics, the Subscription Economy and Wellness.