Thematics Insights: Wellness, A Major Social Shift Thematics Insights: Wellness, A Major Social Shift

For several years now, the quest for well-being has been a major concern for our societies and the individuals who make them up. Well beyond a simple fad, this incarnates a major societal shift responding to structural demographic changes.

  • November 11, 2021
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Cryptocurrency: The Early Years, Ongoing Development, and What’s Next Cryptocurrency: The Early Years, Ongoing Development, and What’s Next

Part 2 of this cryptocurrency series covers the acceptance of Bitcoin by early supporters, price appreciation, and growing interest among investors.

What You Should Know About Cryptocurrency What You Should Know About Cryptocurrency

From the birth of Bitcoin to how blockchain functions as the transactional infrastructure is explained in Part 1 of this Basics of Cryptocurrency series.

Volatility Insights: Spot up, Vol up
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Volatility Insights: Spot up, Vol up

What is “Spot Up, Vol Up”? Simon Aninat, Volatility expert at Seeyond, provides insights on what this market configuration can reveal.

Bridging the Cybersecurity Gap for Critical Infrastructure Bridging the Cybersecurity Gap for Critical Infrastructure

Our connected world means it is now possible for unwanted actors to infiltrate power stations, electricity grids and maybe even democratic elections.

  • August 23, 2021
Thematics Insights: The ESG of Dating Industry Thematics Insights: The ESG of Dating Industry

In this modern day of digital love and human relationship, are dating apps deserving of more recognition for their role in facilitating if not fulfilling evolutionary and social needs of humans?

  • July 28, 2021
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The Cyclically Adjusted Price Earnings (CAPE™) Ratio Explained
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The Cyclically Adjusted Price Earnings (CAPE™) Ratio Explained

Find out how Professor Robert Shiller defines the CAPE™ Ratio and how it can be applied in terms of sector rotation

  • July 14, 2021
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Brace Yourself for New Opportunities in Safety
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Brace Yourself for New Opportunities in Safety

Sam Richmond-Brown, Client Portfolio Manager at Thematics Asset Management, provides insights on the trends that are shaping the Safety investment theme.

  • June 29, 2021
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David Herro on Active Management’s Value to Investors
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David Herro on Active Management’s Value to Investors

An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.

Bottoms Up: Finding Sustainable Growth in a Global Value Chain
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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 17, 2021
Thematics Spotlight: Subscriptions to Weather All Storms? Thematics Spotlight: Subscriptions to Weather All Storms?

Thematics Subscription Economy strategy embodies a well diversified, lowly cyclical portfolio that invests in the winners of tomorrow.

  • June 17, 2021
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Volatility Investing by Seeyond: Long vs Short Volatility Investing Volatility Investing by Seeyond: Long vs Short Volatility Investing

Simon Aninat, Volatility expert at Seeyond, provides insights on how long and short volatility strategies can be complementary in a portfolio.

Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations Cryptocurrency Series: Halving Cycles – Understanding Bitcoin Price Fluctuations

Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.

Vaughan Nelson Select: Why, How, What
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Vaughan Nelson Select: Why, How, What

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

  • May 14, 2021
Thematics Spotlight: World Day for Safety and Health at Work 2021 Thematics Spotlight: World Day for Safety and Health at Work 2021

In societies undergoing constant transformation, shaken by successive waves of innovation and a global health crisis, occupational health and safety must be a priority for companies around the world more than ever.

  • April 28, 2021
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Thematics Spotlight: Valuing Water Today To Preserve Tomorrow Thematics Spotlight: Valuing Water Today To Preserve Tomorrow

A look at the World water day which is yet another opportunity to raise awareness around the global water crisis.

  • April 25, 2021
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A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles
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A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles

Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.

Global Equities: Making Sense Of A Market In Turmoil
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Global Equities: Making Sense Of A Market In Turmoil

Hollie Briggs, vice president and director of product management at Loomis, Sayles & Company, sat down with Citywire to discuss how the team at Loomis prepare for, and work through, the different eventualities that the global equity markets can bring.

  • April 16, 2021
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Thematics Insights : Water and Wastewater Testing Thematics Insights : Water and Wastewater Testing

A look at the water and wastewater testing knowing the growth opportunity from the global pandemic of Covid 19.

  • April 15, 2021
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Investing in Emerging Markets with WCM Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • April 13, 2021
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Solving Puzzles During the Golden Age of Learning Solving Puzzles During the Golden Age of Learning

US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.

  • March 31, 2021
Harris Associates: An Insight Into Their Value Approach
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Harris Associates: An Insight Into Their Value Approach

Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.

  • March 24, 2021
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Corporate Culture and the Pandemic: Challenges Can Create Opportunity Corporate Culture and the Pandemic: Challenges Can Create Opportunity

PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.

  • February 18, 2021
Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill
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Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill

Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.

  • February 17, 2021
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Volatility Investing by Seeyond: Volatility Risk Premium Strategy
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Volatility Investing by Seeyond: Volatility Risk Premium Strategy

Simon Aninat, portfolio manager and Volatility specialist, provides insights on Seeyond’s short volatility strategy.

Vaughan Nelson: Global SMid Cap Equity Strategy
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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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In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team

Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.

  • January 12, 2021
Volatility Investing by Seeyond: Long Volatility Strategies
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Volatility Investing by Seeyond: Long Volatility Strategies

Simon Aninat, portfolio manager and Volatility specialist , explains Seeyond’s approach to active long volatility strategies.

Thematics Insights: Why Are Subscriptions So Attractive? Thematics Insights: Why Are Subscriptions So Attractive?

Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

  • December 24, 2020
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Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari
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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.

A Decade of Europe Minimum Volatility Investing at Seeyond A Decade of Europe Minimum Volatility Investing at Seeyond

With 10 years of investing under his belt, Seeyond’s Nicolas Just looks at what the future holds for this investment approach.

  • November 2, 2020
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Artificial Intelligence & Robotics: An Exponential Growth
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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.

  • September 4, 2020
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Water: An Indispensable Life-Sustaining Resource
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Water: An Indispensable Life-Sustaining Resource

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

  • September 3, 2020
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Thematics Insights: Is Cash an Endangered Species? 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
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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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Risk Returns in a Multi-Asset Portfolio Construction
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Risk Returns in a Multi-Asset Portfolio Construction

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality?

  • May 27, 2020
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Safety: Everywhere, All The Time
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Safety: Everywhere, All The Time

Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.

  • May 12, 2020
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The safety market: an opportunity for investors The safety market: an opportunity for investors

Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.

  • May 7, 2020
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Intelligence Inside 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.

Safety in Numbers 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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Risk Variation in Trend-Following Systems Risk Variation in Trend-Following Systems

This paper reviews how risk exposures are determined in trend-following systems to provide some clarity into these options.

  • March 4, 2020
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Subscription Economy: The Future of Consumption
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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
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Value Investing – Is It Different This Time? Value Investing – Is It Different This Time?

A value investor usually requires a substantial price discount at the company’s intrinsic value. But the latter exceeds the mere accounting value of its tangible assets.

  • February 10, 2020
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So far, so good. So far, so good.

After 2019, the year of Central Banks, comes 2020, the year of … Profits? Investors would certainly dream of it, but nothing is for certain.

Are We at the Dawn of a Return of the Value Equities? 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
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Q&A with Daniel Nicholas, Harris Associates – Value investing, a long-term view 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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Be Selective, Diversify Be Selective, Diversify

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

Between Stocks and Bonds: Higher yield and lower risk?
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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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Leave Mother Nature Alone Leave Mother Nature Alone

On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.

Negative Interest Rates, Reflection and Remedy of Excess Pessimism in Europe 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?

Alternatives – Will They Become a Future Core Allocation?
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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 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
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Manager Point of View: Clear opportunities 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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Manager Point of View: Schrödinger’s CAPE? 
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
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Seeyond’s High Dividend Minimum Volatility: What does it bring to the table? 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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