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Why DNCA for Fixed Income?

True macro specialists, DNCA offers a range of fixed income solutions that help investors navigate markets – whatever happens. Deputy Fixed Income CIO, Francois Collet, explains their highly nimble, truly active approach to fixed income and credit.

March 26, 2024
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Where Next for Fixed Income?

Bertrand Rocher, co-head of fixed income at Mirova, discusses why he believes markets have over anticipated the central banks’ appetite for rate cuts and the differences between Europe and the US.

March 26, 2024
Why Investing in Innovation Goes Beyond the Magnificent Seven

For investors looking for longer-term exposure to AI-powered technological innovations, the answers may lie beyond the tech sector.

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Loomis Sayles’ Growth Equities Strategies team Alpha Thesis

The distinct Alpha Thesis of the Growth Equities Strategies team.

February 29, 2024
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Loomis Sayles’ Growth Equities Team Stock Selection Process

The stock selection process of the Growth Equities Strategies team.

February 29, 2024
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Loomis Sayles’ Growth Equities Team View on the Magnificent Seven

Why time in the market is fundamental when looking beyond the 2023 US big tech rally

February 29, 2024
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Loomis Sayles’ Growth Equities Team Longer-Term Perspective

Where are the opportunities in the equities markets?

February 28, 2024
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Trading Time for Value

Vaughan Nelson CEO, Chris Wallis discusses process, philosophy and the importance of asymmetric return profiles.

February 21, 2024
Views from the Collective: Return of the Prodigal Yield

After decades of low, and in some cases negative yields, investors have begun to grapple with how to build portfolios in a world in which yield has come back into fashion.

January 5, 2024
3 Lessons on Artificial Intelligence

Three key observations from the thought leaders who took to the stage at the AI Symposium organized by Thematics in Paris.

December 19, 2023
Views from the Collective: Investing in Artificial Intelligence

Few topics have been mentioned more in 2023. Yet between hyped expectations and dystopian nightmares, investment opportunities abound in AI.

November 28, 2023
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Where are the Opportunities in Private Assets?

Our experts from AEW, Mirova and MV Credit discuss the outlook for private assets and where they see the specific opportunities across private equity, debt, and real estate markets.

October 10, 2023
Is AI the ultimate hype – or truly the next big thing in town?

Carmine de Franco, Head of Research and ESG at Ossiam, takes a deep dive into the AI revolution, exploring where it has come from and where it might lead.

October 4, 2023
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Live Webinar Replay - Trends at Midyear

Panelists highlight portfolio trends, discuss risk and return metrics, and answer questions from live audience.

October 4, 2023
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
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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
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
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
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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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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.

June 16, 2022
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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
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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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
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