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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
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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
The SRI Letter from DNCA: Are labels trustworthy?

Impact investment has seen exponential growth in recent years… Discover the in depth analysis from DNCA’s experts.

  • March 16, 2020
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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

  • February 12, 2020
No Excess Economic Optimism, But Questions About Equity Valuation

As with previous epidemics, the coronavirus will have a temporary and reversible negative impact on the Chinese and global economy.

Q&A with Jens Peers, Mirova – Serious about sustainability

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.

  • January 31, 2020
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AI and ESG: A New Frontier for Financial Innovation?

Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.

  • January 22, 2020
Are We at the Dawn of a Return of the Value Equities?

After 12 years of a "growth" cycle, should we expect a cyclical change in favour of "value" equities in the medium term? DNCA's experts give us their analysis.

  • January 8, 2020
8 Keys to Understand Socially Responsible Investment

Giving meaning to your savings thanks to DNCA's SRI approach: investing in companies with a positive impact on the environment and society.

  • January 6, 2020
Cyclical Logics Warrant the Return of Optimism

Already of record duration, the sustainability of the expansion cycle that started in 2009 is hotly debated.

Room for Global Growth, Equities & EM: Asset Allocation Outlook 2020

Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.

Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020

Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.

Q&A with Simon Gottelier – Future of portfolios

Simon Gottelier talks about Thematics Asset Management’s proposition and how they integrate ESG into the mix.

  • November 29, 2019
Thematics Safety: Preparing for Climate Change and Keeping People Safe

With the increasing threat of natural disasters to human safety, this paper explores how technological innovation and adaptation are enabling an effective response.

  • November 22, 2019
The Extension of the Economic Cycle Favors a Broadening of the Equity Rally

The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.

Be Selective, Diversify

Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.

Horizons : Discover Ostrum AM’s quarterly outlook (Q4)

Ostrum Asset Management experts’ economic and market analysis.

  • November 5, 2019
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Between stocks and bonds: higher yield and lower risk?

We believe a minimum volatility-based allocation of high-dividend paying stocks could be a promising solution for investors looking for income generating investments and lower risk.

  • October 2, 2019
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Ostrum Convertible Bonds Investment Strategy

Taking advantage of the dynamic potential of equities while using the bond parachute to mitigate downside risk.

  • September 27, 2019
Negative Interest Rates, Reflection and Remedy of Excess Pessimism in Europe

At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?

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In 10 Years' Time Will All Portfolios Be ESG Portfolios?

Where should investors be turning to as they look to diversify their portfolios? It’s a bold question but consider the growing demand for everything ESG over the last 12 months.

  • September 13, 2019
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Thematics – A True Source of Diversification?

In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?

  • September 11, 2019
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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
Value Investing in Emerging Markets: Lessons from History

Daniel Nicholas, Client Portfolio Manager at Harris Associates, looks back to the volatility in Asian markets during the 1990s and draws six key conclusions for investing in Emerging Markets.

  • August 12, 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
Status Quo Enough for Markets

The rally in equities can continue, although decent earnings results will be needed to maintain momentum.

The Battle Against Slowing Growth Takes Shape

Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?

Manager Point of View: Schrödinger’s CAPE?

Carmine De Franco, Head of Fundamental Research at Ossiam, explains why the Cyclically Adjusted Price Earnings Ratio (CAPE) is still a powerful tool for investors.

  • July 16, 2019
Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

Macro Outlook: Risks Have Increased Near Term

Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.

  • May 22, 2019
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

What the Japanese Paradox Tells us About the Global Industrial Cycle

Dorval AM's monthly analysis on macro and micro-economics, valuations and market dynamics.

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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.