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How ESG Integration Adds Value in the Investment Process

Portfolio Manager Amber Fairbanks discusses ESG integration, impact investing and Mirova’s global sustainable equity investment strategy.

  • January 10, 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
Q&A with Daniel Nicholas, Harris Associates – Value investing, a long-term view

Daniel Nicholas, client portfolio manager, discusses value strategies, passive investing, and how value strategies can work alongside more alternative products.

  • January 7, 2020
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Data Privacy Regulation in the US

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

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
ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

5 Value Ideas from David Herro: Equity Outlook 2020

Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.

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 Outlook on Outlooks

Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.

Investing in Global Equities with a Thematic Lens

Increased urbanisation. An ageing and shrinking workforce. Adapting to climate change. These are just some of the long-term structural shifts we see today and that we will increasingly need to face tomorrow.

  • November 14, 2019
Be selective, diversify

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

Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

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

Ostrum Asset Management experts’ economic and market analysis.

  • November 5, 2019
Market Perspectives: Reasons for Cautious Optimism

A look at recent capital market performance across asset classes and a near-term market forecast.

Geopolitics and Portfolios: Assessing the Turbulence

A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term

Preparing Portfolios for Interest Rate Uncertainty

Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.

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
Combining Investor and Climate Change Goals for Better Outcomes

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.

Understanding a Low Inflation, Slow Growth World

Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.

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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
Manager point of view: 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.

  • August 13, 2019
Can Monetary Policy Revitalize Markets?

Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.

Measuring Market Drivers – Can the Equity and Bond Rally Continue?

Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.

Manager point of view: 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.

  • August 2, 2019
Equity Markets March On, While Bonds Call Recession

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

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
Natixis Investment Managers continues to strengthen its alternative and real asset capabilities with the launch of Vauban Infrastructure Partners1

  • June 6, 2019
Four Perspectives on Global Equity

Compelling alternatives await for those willing to actively diversify their equity allocations.

  • May 30, 2019
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Natixis Exchange: Where political uncertainty creates investment opportunity

Three leading portfolio experts explain how they invest in a shifting economic and political landscape.

Nowhere to Hide: 2018 Global Barometer Compares Portfolios from 7 Regions

Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.

A Big Step Forward: Carbon Footprint as Performance Indicator

Mirova is convinced that going beyond direct carbon emissions is essential to providing meaningfully sustainable, climate-friendly investments.

Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.

  • March 26, 2019
Equity Investing in the Current Environment

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

  • March 22, 2019
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Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

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Forecasting Trends in Sustainable Investing

Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.

  • February 8, 2019
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Overly Emotional Equity Markets Creating Opportunity for Value Investors

Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.

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From the Summit: Making Sense of ESG

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.