Diversification
Where are the Opportunities in Private Assets?
Our experts from AEW, Mirova and MV Credit discuss the outlook for private assets and where they see the specific opportunities across private equity, debt, and real estate markets.
Why Everyone’s Talking About… Democratising Private Assets
Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?
Views from the Collective: Are Individual Investors Ready for Private Assets?
Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.
Investing in Water – A Clear View on this Investable Theme
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.
Water as an Investment
Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.
Natixis Adds Powerful ESG Function to Portfolio Clarity Tool
Natixis Investment Managers Solutions has upgraded the Natixis Portfolio Clarity analysis tool to also include non-financial data.
Interview with Fabrice Chemouny, Head of Asia Pacific
Fabrice Chemouny, Head of Asia Pacific, shares his views on what Natixis IM ESG approach can bring to APAC investors.
8 Keys to Understand SRI
What is ESG? What are the different types of SRI strategies? Can financial and extra-financial performance be reconciled? Discover DNCA's 8 keys to understanding responsible investment today.
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.
Water: An Indispensable Life-Sustaining Resource
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
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.
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
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
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.
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.
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.
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?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
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.
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.
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.
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.
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.
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.
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.