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Navigating the Current Market Conditions

Fabrice Chemouny, Head of Asia Pacific, shares his views on the current market landscape and how a multi-affiliate approach brings expertise to investors.

  • September 8, 2022
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“Health is the New Wealth”, Wellness Economy Opportunities are Growing

The growth in life expectancy, the increase in the average level of stress and the new concept of health that is also spreading as a result of the pandemic are contributing to the spread of the wellness economy.

  • August 1, 2022
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ESG: From heterogeneity to risk factors – Part III

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

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Why Invest in the Safety Theme?

Both ubiquitous and invisible, security is fuelled by many drivers that make it an extremely resilient theme. Frédéric Dupraz and Matthieu Rolin, portfolio managers at Thematics AM, review the strengths of this theme and its relevance in the current context.

  • June 16, 2022
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Biodiversity and Water... Two Sides of the Same Coin

Why does biodiversity matter and what role does water play? How can investments in the water value chain provide a solution to one of the greatest challenges faced by the human race?

Loomis on Loans - Q1 2022

Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.

  • April 13, 2022
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Thematics: Meta-trends in the Age of AI

Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.

  • April 4, 2022
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Sport – A Key Wellness Thematic?

The sports economy is driven by secular trends and continues to develop rapidly throughout the world. Find out how this market may offer interesting opportunities.

  • February 10, 2022
Water Borne: The Tech Company Tackling Toxic ‘Forever Chemicals’

While we are continually reminded to drink more water by members of the medical profession, there seems to be an increasing undercurrent of more sinister news relating to potentially harmful and even potentially toxic chemicals in tainted water supplies.

  • December 15, 2021
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A New iPhone Moment: How Can Investors Capitalise on the Metaverse

Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?

  • December 13, 2021
PFAS, the Forever Chemicals

While we are continually reminded to drink more water by members of the medical profession, there seems to be an increasing undercurrent of more sinister news relating to potentially harmful and even potentially toxic chemicals in tainted water supplies.

  • November 26, 2021
Are Cryptocurrency Funds Part of Your Portfolio’s Future?

Part 3 of our series discusses development of cryptocurrency funds and investors’ consideration of professional management when wading into the crypto waters.

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

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

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Wellness, Now More Than Ever

Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.

  • September 28, 2021
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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.

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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.

  • March 16, 2021
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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.

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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.

  • February 2, 2021
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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.

  • November 10, 2020
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Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

  • November 2, 2020
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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

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?

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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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 Long-Term View of Mirova and Natixis Investment Managers on Transition and Sustainability

Three decades of sustainable investment experience within Mirova, an affiliate of Natixis Investment Managers.

  • April 23, 2020
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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.

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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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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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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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.

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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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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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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
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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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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
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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
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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.

  • April 4, 2019
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.

  • June 15, 2018
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.

  • February 22, 2018