Future of AI: Lessons from a decade in robotics and automation

What does a decade of developments in the area of robotics and automation tell us about what might be in store for the field of artificial intelligence?

October 3, 2023
Midyear Recap: Portfolios Back in Business?

Advisor allocations remained cautious despite strong equity market returns in the first half, according to the Natixis Portfolio Barometer analysis.

August 25, 2023
Why Everyone’s Talking About… Democratising Private Assets

Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?

July 24, 2023
Views from the Collective: Are Individual Investors Ready for Private Assets?

Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.

July 12, 2023
Emerging Market Opportunities Abound

Many high-quality companies can be unearthed if you are willing to turn over some rocks.

June 19, 2023
Loomis Sayles Sakorum Long/Short Growth Equity Strategy Exposure Report

Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund

May 31, 2023
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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.

April 28, 2023
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.

April 24, 2023
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Where are Global Financial Institutions Allocating Assets in 2023?

Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.

April 6, 2023
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?

March 6, 2023
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?

March 1, 2023
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?

February 24, 2023
Water as an Investment

Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.

February 23, 2023 Arnaud Bisschop - Simon Gottelier
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.

February 1, 2023
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.

December 9, 2022
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.

December 9, 2022
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.

December 9, 2022
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.

December 9, 2022
Climbing the Wall of Worry

Daniel Nicholas, Client Portfolio Manager at Harris Associates, writes about the cacophony of risks that investors face today, assessing risk and dealing with it.

November 1, 2022
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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.

June 28, 2022
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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.

January 14, 2021
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Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.

November 19, 2020 Aziz V. Hamzaogullari
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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.

September 4, 2020
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Water: An Indispensable Life-Sustaining Resource

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

September 3, 2020
Thematics Insights: Is Cash an Endangered Species?

Are we moving towards a cashless society? Since the beginning of the health crisis, merchants have actually quite often refused our bank notes and coins.

August 11, 2020
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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.

May 28, 2020
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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.

March 25, 2020 Karen Kharmandarian
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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.

March 24, 2020
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Subscription Economy: The Future of Consumption

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.

February 12, 2020
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.

January 8, 2020
Eyeing Private Markets for Alpha and Diversifying Factors

Institutions are finding ways not available in public markets to fortify portfolios, including private equity, real asset debt and infrastructure.

September 19, 2019
Manager Point of View: Clear opportunities

Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.

August 9, 2019
Manager Point of View: Schrödinger’s CAPE?

Carmine De Franco, Head of Fundamental Research at Ossiam, explains why the Cyclically Adjusted Price Earnings Ratio (CAPE) is still a powerful tool for investors.

July 16, 2019
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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?

July 10, 2019