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Volatility Investing by Seeyond: Long vs Short Volatility Investing

Simon Aninat, Volatility expert at Seeyond, provides insights on how long and short volatility strategies can be complementary in a portfolio.

  • June 16, 2021
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Brace Yourself for New Opportunities in Safety

Sam Richmond-Brown, Client Portfolio Manager at Thematics Asset Management, provides insights on the trends that are shaping the Safety investment theme.

  • May 20, 2021
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Serious About Sustainability

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how nearly two decades of thematic and environmental investing have helped hone his skills in identifying the companies that are transitioning towards the future.

Thematics Spotlight : World Day for Safety and Health at Work 2021

In societies undergoing constant transformation, shaken by successive waves of innovation and a global health crisis, occupational health and safety must be a priority for companies around the world more than ever.

  • April 28, 2021
Thematics Spotlight: Valuing Water Today To Preserve Tomorrow

A look at the World water day which is yet another opportunity to raise awareness around the global water crisis.

  • April 25, 2021
Thematics Insights : Water and Wastewater Testing

A look at the water and wastewater testing knowing the growth opportunity from the global pandemic of Covid 19.

  • April 15, 2021
Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • April 13, 2021
Ready for the Reopening?

Our Latin American & US Offshore Portfolio Barometer examines portfolio trends and positioning in the transition from the stay-at-home to reopening economy.

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The Glass Ceiling, Piece by Piece

An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.

  • March 30, 2021
Seeyond Market Insights: The Trend is Your Friend

Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.

  • March 19, 2021
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Blowing Out Subscription Economy Strategy's 1st Candle

New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.

  • March 18, 2021
Are Digital Currencies the Future of Money?

Stéphane Déo, Head of Markets Strategy at Ostrum Asset Management, on how digital currencies are moving into the mainstream and how they could represent the next stage of evolution for the world’s financial system.

  • March 18, 2021
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Natixis Adds Powerful ESG Function to Portfolio Clarity Tool

Natixis Investment Managers Solutions has upgraded the Natixis Portfolio Clarity analysis tool to also include non-financial data.

  • March 16, 2021
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Volatility Investing by Seeyond : Volatility Risk Premium Strategy

Simon Aninat, portfolio manager and Volatility specialist, provides insights on Seeyond’s short volatility strategy.

  • February 12, 2021
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Volatility Investing by Seeyond: Long Volatility Strategies

Simon Aninat, portfolio manager and Volatility specialist , explains Seeyond’s approach to active long volatility strategies.

  • January 11, 2021
Thematics Insights: Why Are Subscriptions So Attractive?

Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

  • December 24, 2020
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Volatility Investing by Seeyond: Introduction to Our Philosophy

Simon Aninat, portfolio manager and Volatility specialist, presents Seeyond’s vision on this unique asset class.

  • November 26, 2020
The SRI Letter From DNCA: What If We Were There?

Discover the editorial of Lea Dunand-Chatellet, manager and director of SRI at DNCA.

  • November 17, 2020
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8 Keys to Understand SRI

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.

  • November 10, 2020
Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

  • November 2, 2020
A Changing Landscape: Loomis Sayles Asia High Yield Team Outlook

Loomis Sayles’Asia Credit Strategies experts provide insights on the Asia High Yield markets environment.

  • November 1, 2020
Thematics AM: Investing in the Trends Shaping the Future

Discover Thematics’ investment philosophy and invest in trends that shape the future.

  • August 28, 2020
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.

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
Into the Heart of ESG

Jens Peers, CEO, CIO and portfolio manager at Mirova US, discusses the factors that influence the longer-term sustainability game.

Transformational Technology

Technology is revolutionising sometimes decades-old processes and enabling teams to do more with less.

  • June 16, 2020
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COVID19: ESG Makes a Difference

Anne-Laurence Roucher, Esty Dwek, Arnaud Bisschop and Harald Walkate share opinions on why ESG investing is a means to mitigate risk and improve long-term performance.

  • June 1, 2020
Thematics Manager’s View: What has COVID-19 Meant for Water Investments?

Discover why this crisis has been different and why Thematics AM experts expect the sector’s proven, long-term resilience to shine through.

  • May 28, 2020
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Risk Returns in a Multi-Asset Portfolio Construction

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality?

  • May 27, 2020
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Safety: Everywhere, All The Time

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.

  • May 12, 2020
The safety market: an opportunity for investors

Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.

  • May 7, 2020
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Q&A with Jens Peers, Mirova – Serious About Sustainability

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.

  • April 30, 2020
The Long-Term View of Mirova and Natixis Investment Managers on Sustainability

Three decades of sustainable investment experience within Mirova, an affiliate of Natixis Investment Managers.

  • April 23, 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
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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
The SRI Letter from DNCA: Are labels trustworthy?

Impact investment has seen exponential growth in recent years… Discover the in depth analysis from DNCA’s experts.

  • March 16, 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
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AI and ESG: A New Frontier for Financial Innovation?

Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.

  • January 22, 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
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In 10 Years' Time Will All Portfolios Be ESG Portfolios?

Where should investors be turning to as they look to diversify their portfolios? It’s a bold question but consider the growing demand for everything ESG over the last 12 months.

  • September 13, 2019
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Thematics – A True Source of Diversification?

In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?

  • September 11, 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
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.