Equities

Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?

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

Simon Aninat, PM and Volatility expert at Seeyond, explains the great skew reset we have been witnessing and why we closely monitor this parameter.

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.

Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.

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

Most people think that high inflation implies high volatility for risky assets. But market data demonstrate a more nuanced reality. Learn more with Seeyond’s expert.

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?

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.

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.

As the global economy undergoes its biggest changes in a generation, we unpack the themes underpinning the next decade of growth.

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

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.

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.

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?