Equities
Engaging Companies for the Long Term
With investors increasingly wary of greenwashing, Mirova’s Soliane Varlet says engagement is the path to more transparency and a more sustainable future.
Why Everyone’s Talking About… Artificial General Intelligence
We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.
Growth Investing is Not a Race
How to achieve long-horizon equity growth with lower volatility.
Views from the Collective: Where Next for Sustainable Investing?
For sustainable investors, navigating the regulatory and political landscape has become a real challenge in recent years. What does the future hold?
How to Invest in Biodiversity
While COP15 paved the way for new regulations, achieving zero biodiversity loss by 2030 requires a concerted effort among investors and consumers alike.
3 minutes with… Soliane Varlet, Mirova
Find out how Mirova’s Soliane Varlet began her journey in sustainable investing and what keeps her motivated as a portfolio manager.
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.
Three Reasons to Stay Invested in Volatile Times
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
Unstoppable Megatrends: What Are the Compelling Investment Opportunities in Today’s World to Consider?
Our world has changed drastically as a result of technology and globalisation. So, too, must our mindsets as investors.
Future of Money: Is Cash an Endangered Species?
Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?
Future of Reality: Is the Metaverse Just the New Internet?
There’s plenty of debate about whether ‘the metaverse’ is the next version of the internet. But what is it? And where are the opportunities for investors?
Future of Work: Will AI Change the Workplace Forever?
One way that artificial intelligence promises to revolutionize the world is by changing the workplace. But what will work really look like in the future?
Water as an Investment
Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.
Viewpoints: Equities – Climbing the wall of worry
Our experts from Thematics AM, Mirova and Ossiam give their take on investing in companies today and how they are thinking about short-term narratives versus longer-term fundamentals.
After the Annus Horribilis, How are Prospects for European Smid Caps?
The negative catalysts (the strong dollar and the underperformance of sectors overrepresented in the smid cap universe) are fading, which should facilitate a return to favour for the asset class.
Thematics: Market Outlook 2023
How to navigate 2023 for investors and what is the outlook for growth stocks? Hear from Karen Kharmandarian, CIO, Senior Portfolio Manager, Thematics Asset Management.
Investment Solutions under an Uncertain Market
What will happen in 2023? Participants at the Natixis Investment Managers seminar heard a variety of solutions to help guide their investment strategies forward in 2023.
Sustainable Investing Trends for 2023 and Beyond
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
Attractive Entry Point for International Equity Investing
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
Sustainable Equities Outlook: Solutions Needed for a Changing World
Megatrends are going to define how we organise our economy, says Jens Peers, CEO and CIO of Mirova US*.
Future of Investing: Subscribed to Health and Wealth
Younger investors aren’t just environmentally aware and digitally savvy, they’re also subscribing to experiences that benefit their long-term wellbeing.
Future of Hygiene: The Toxic Chemicals Tainting our Water
‘Forever chemicals’ in our water-supply can be hazardous to our health. Thankfully, both the public and private sector are tapping into the solutions.
Future of Security: Cyber Risk in a Connected World
Governments grappling with heightened volatility, insecurity and complexity are having to do more to protect populations and their wealth.
Future of Water: The Climate-Biodiversity Connection
There’s no diluting the importance of water for a sustainable world. Investing in water is vital for tackling climate change and biodiversity loss.
What’s Ahead for Global Equities in 2023?
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
Digital and Personal Safety: A Broad and Diversified Investment Theme
One of the most pervasive themes in our daily lives can also become a component of portfolio construction.
Investing in Volatile Times
Allocations are under review amid sustained inflation and a recessionary environment.
A Low Volatility Approach to Emerging Markets
Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.
Why Everyone's Talking About… The Quantum Apocalypse
Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?
Are We There Yet? Pulse Check: Macro, Markets & Inflation
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
US Equities: Mind the gap
Bill Nygren - CIO, US Equities at Harris Associates, takes a look at the current environment of bear markets, recessions and high inflation into historical context and evaluate whether it warrants portfolio repositioning.
Market Drivers and Value in Global Equities
What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.
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.
Value and Growth: Two Sides of the Same Coin?
Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?
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.
Managing Market Exuberance with Hollie Briggs from Loomis Sayles
Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.
The Private Investigator of Asset Management
Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job.
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?
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.
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.
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.
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.
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.
ESG: Aligning Ideals to Investment Goals
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.
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?