Equities

Simon Aninat, Volatility expert at Seeyond, provides insights on volatility during wartime.

Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.

Intraday volatility was very high in January. Simon Aninat, Volatility expert at Seeyond, discusses this event...

Northen Europe proves an attractive investment region for many reasons. Find out more with DNCA.

Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.

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.

There’s no shortage of extravagant predictions for the long-term impact of Artificial Intelligence, but what does the technology promise for our workplaces within this decade?

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.

Amber Fairbanks, Portfolio Manager CFA^® at Mirova US, talks to Citywire about their Global Sustainable Equity strategy and what sustainable investing means to them.

A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles' Growth Equity alpha thesis are explained.

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

Why investing in emerging markets begins with a view on China. For now, at least.

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?

As an asset management organization with a pure thematic focus on the global listed equity markets, Thematics AM is committed to supporting efforts to mitigate the effects of climate change.

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

Tony Coniaris talks to Natixis about value and whether he thinks it is here to stay.

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

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.

Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.

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.

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

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.

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.

Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.

Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.

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.

Jens Peers explains how divestment from conventional resources and business models, must also be accompanied with strategies for investment into sustainable solutions for the future.

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

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.

What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?