Markets View More
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
A contested election could lead to market volatility, but it may not be a foregone conclusion.
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
Portfolio Construction View More
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
Amid extreme market volatility model portfolios outperformed the index, according to the Latin American & US Offshore Advisors Portfolio Barometer.
Research View More
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.
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.
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.
Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.
Discover Thematics’ investment philosophy and invest in trends that shape the future.
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.