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Thematic Investing: The Time to Invest in the Future Isn't Tomorrow, It's Today
Latest Insights
Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape
Improved treatments, behavioral changes, fiscal aid, and consumer savings have helped sustain the Covid-19 recovery – but challenges remain.
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Election 2020: How Might the Markets Vote?
In advance of Election Day, political noise will reach a fever pitch, but markets are signaling that a slow US recovery is poised to continue.
Markets View More
Finding Value Opportunities in the Pandemic Economy
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
Will the 2020 Presidential Election Results Be Litigated?
A contested election could lead to market volatility, but it may not be a foregone conclusion.
Opportunities in the Emerging Recovery
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
Portfolio Construction View More
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.
Volatility 2020: How Model Portfolios Weathered the COVID-19 Selloff
Amid extreme market volatility model portfolios outperformed the index, according to the Latin American & US Offshore Advisors Portfolio Barometer.
Research View More
2020 Global Retirement Index
The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.
Times Like These: Financial Professionals Chart a Course From a Pandemic Market to Profitable Growth
Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.
Four Insights on the Pandemic Market and Investor Behavior
Results from our Global Survey of Financial Professionals, conducted in the midst of the pandemic, show that volatility and recession are top concerns and reveal insight into investor behavior in uncertain markets.
ESG View More
ESG Investing Gains Ground during Covid-19 Times
Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.
Thematics AM: Investing in the Trends Shaping the Future
Discover Thematics’ investment philosophy and invest in trends that shape the future.
Creating Sustainable Value: Coronavirus, Will the Alarm be Enough to Stop the Train?
The COVID-19 health crisis is not over yet. Many are ready to imagine what a world post-coronavirus could and should look like. Mirova is one of them.